Cetera Investment Advisers’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cetera Investment Advisers’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	$200M	Buy	8,989,818 +1,670,729	+23%	+$37.4M	0.18%	105
2026 Q1	$164M	Buy	7,319,089 +814,939	+13%	+$18.5M	0.17%	104
2025 Q4	$147M	Buy	6,504,150 +727,979	+13%	+$16.6M	0.16%	108
2025 Q3	$131M	Buy	5,776,171 +464,107	+9%	+$10.5M	0.15%	114
2025 Q2	$120M	Buy	5,312,064 +452,421	+9%	+$10.1M	0.2%	94
2025 Q1	$109M	Buy	4,859,643 +568,696	+13%	+$12.7M	0.21%	94
2024 Q4	$95.3M	Buy	4,290,947 +57,639	+1%	+$1.3M	0.2%	96
2024 Q3	$97.9M	Buy	4,233,308 +947,585	+29%	+$21.6M	0.21%	91
2024 Q2	$73M	Buy	3,285,723 +733,795	+29%	+$16.3M	0.17%	118
2024 Q1	$57.3M	Buy	2,551,928 +2,295,444	+895%	+$51.6M	0.14%	146
2023 Q4	$5.82M	Buy	256,484 +73,173	+40%	+$1.6M	0.05%	388
2023 Q3	$3.94M	Buy	183,311 +133,791	+270%	+$2.95M	0.03%	498
2023 Q2	$1.1M	Buy	49,520 +7,626	+18%	+$172K	0.01%	1016
2023 Q1	$955K	Buy	41,894 +9,256	+28%	+$209K	0.01%	1059
2022 Q4	$727K	Buy	+32,638	New	+$724K	0.01%	1154

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

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Cetera Investment Advisers's CGCP Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Core Plus Income ETF (CGCP) stake by 23% in Q2 2026, buying an estimated $37.4M and bringing the position to 8,989,818 shares worth $200M. The position accounts for 0.18% of the portfolio, ranked #105.

Cetera Investment Advisers first reported a position in CGCP in Q4 2022 and has held it in 15 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Cetera Investment Advisers held 8,989,818 shares of Capital Group Core Plus Income ETF worth $200M as of Q2 2026.
Cetera Investment Advisers bought 1,670,729 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $37.4M.
Capital Group Core Plus Income ETF made up 0.18% of Cetera Investment Advisers's portfolio in Q2 2026, its #105 holding.
Cetera Investment Advisers first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 15 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.