Capital Investment Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Capital Investment Advisory Services’s Portfolio CGCP Stock Details CGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$685K	Buy	30,718 +3,452	+13%	+$77.2K	0.04%	377
2026 Q1	$609K	Buy	27,266 +1,968	+8%	+$44.6K	0.04%	357
2025 Q4	$573K	Buy	25,298 +12,504	+98%	+$285K	0.04%	357
2025 Q3	$291K	Buy	12,794 +8,847	+224%	+$200K	0.02%	485
2025 Q2	$88.8K	Buy	3,947 +2,603	+194%	+$57.9K	0.01%	669
2025 Q1	$30.2K	Hold	1,344	–	–	﹤0.01%	768
2024 Q4	$29.8K	Sell	1,344 -148	-10%	-$3.34K	﹤0.01%	715
2024 Q3	$34.5K	Buy	+1,492	New	+$34.1K	﹤0.01%	737

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capital Investment Advisory Services's CGCP Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 13% in Q2 2026, buying an estimated $77.2K and bringing the position to 30,718 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #377.

Capital Investment Advisory Services first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Capital Investment Advisory Services held 30,718 shares of Capital Group Core Plus Income ETF worth $685K as of Q2 2026.
Capital Investment Advisory Services bought 3,452 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $77.2K.
Capital Group Core Plus Income ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #377 holding.
Capital Investment Advisory Services first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.