Cerity Partners
CGCP icon

Cerity Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cerity Partners’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 		$7.94M Buy
356,009
+4,892
+1% +$109K 0.01% 875
2026
Q1 		$7.84M Buy
351,117
+273,226
+351% +$6.19M 0.01% 812
2025
Q4 		$1.76M Buy
+77,891
New +$1.77M ﹤0.01% 1426

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cerity Partners's CGCP Position: Q2 2026 in Review

Cerity Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.4% in Q2 2026, buying an estimated $109K and bringing the position to 356,009 shares worth $7.94M. The position accounts for 0.01% of the portfolio, ranked #875.

Cerity Partners first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Cerity Partners held 356,009 shares of Capital Group Core Plus Income ETF worth $7.94M as of Q2 2026.
  • Cerity Partners bought 4,892 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $109K.
  • Capital Group Core Plus Income ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #875 holding.
  • Cerity Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.