Centaurus Financial’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Centaurus Financial’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	$222K	Sell	9,943 -672	-6%	-$15K	0.01%	846
2026 Q1	$237K	Sell	10,615 -1,298	-11%	-$29.4K	0.01%	766
2025 Q4	$270K	Sell	11,913 -193,769	-94%	-$4.41M	0.01%	705
2025 Q3	$4.67M	Buy	205,682 +29,520	+17%	+$667K	0.22%	101
2025 Q2	$3.96M	Buy	176,162 +67,364	+62%	+$1.5M	0.23%	106
2025 Q1	$2.44M	Buy	+108,798	New	+$2.43M	0.15%	146

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

Centaurus Financial's CGCP Position: Q2 2026 in Review

Centaurus Financial reduced its Capital Group Core Plus Income ETF (CGCP) stake by 6.3% in Q2 2026, selling an estimated $15K and leaving 9,943 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #846.

Centaurus Financial first reported a position in CGCP in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.67M in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Centaurus Financial held 9,943 shares of Capital Group Core Plus Income ETF worth $222K as of Q2 2026.
Centaurus Financial sold 672 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $15K.
Capital Group Core Plus Income ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #846 holding.
Centaurus Financial first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 6 quarters since.
Centaurus Financial's Capital Group Core Plus Income ETF position peaked at $4.67M in Q3 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.