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

Carson Advisory’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	$417K	Buy	18,721 +582	+3%	+$13K	0.19%	111
2026 Q1	$405K	Buy	18,139 +3,428	+23%	+$77.6K	0.21%	100
2025 Q4	$333K	Buy	14,711 +2,135	+17%	+$48.6K	0.17%	122
2025 Q3	$286K	Sell	12,576 -1,113	-8%	-$25.2K	0.15%	130
2025 Q2	$308K	Buy	13,689 +4,730	+53%	+$105K	0.2%	116
2025 Q1	$201K	Buy	+8,959	New	+$200K	0.14%	160
2024 Q4	–	Sell	-8,959	Closed	-$207K	–	160
2024 Q3	$207K	Sell	8,959 -103	-1%	-$2.35K	0.13%	167
2024 Q2	$201K	Hold	9,062	–	–	0.14%	156
2024 Q1	$204K	Buy	+9,062	New	+$204K	0.14%	161

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 22.96% 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

Carson Advisory's CGCP Position: Q2 2026 in Review

Carson Advisory increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.2% in Q2 2026, buying an estimated $13K and bringing the position to 18,721 shares worth $417K. The position accounts for 0.19% of the portfolio, ranked #111.

Carson Advisory first reported a position in CGCP in Q1 2024 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Carson Advisory held 18,721 shares of Capital Group Core Plus Income ETF worth $417K as of Q2 2026.
Carson Advisory bought 582 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $13K.
Capital Group Core Plus Income ETF made up 0.19% of Carson Advisory's portfolio in Q2 2026, its #111 holding.
Carson Advisory first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 9 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.