Commonwealth Equity Services
CGCP icon

Commonwealth Equity Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Commonwealth Equity 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 		$73.1M Sell
3,278,878
-258,914
-7% -$5.79M 0.09% 222
2026
Q1 		$79M Buy
3,537,792
+225,575
+7% +$5.11M 0.11% 183
2025
Q4 		$75M Buy
3,312,217
+305,639
+10% +$6.96M 0.1% 199
2025
Q3 		$68.3M Sell
3,006,578
-696,387
-19% -$15.7M 0.09% 211
2025
Q2 		$83.3M Buy
3,702,965
+538,551
+17% +$12M 0.11% 189
2025
Q1 		$71M Buy
3,164,414
+218,099
+7% +$4.88M 0.1% 195
2024
Q4 		$65.4M Buy
2,946,315
+325,341
+12% +$7.34M 0.1% 204
2024
Q3 		$60.6M Buy
2,620,974
+731,316
+39% +$16.7M 0.09% 213
2024
Q2 		$42M Buy
1,889,658
+238,137
+14% +$5.28M 0.07% 277
2024
Q1 		$37.1M Buy
1,651,521
+360,883
+28% +$8.12M 0.06% 299
2023
Q4 		$29.3M Buy
1,290,638
+151,617
+13% +$3.31M 0.05% 337
2023
Q3 		$24.5M Buy
1,139,021
+83,009
+8% +$1.83M 0.05% 343
2023
Q2 		$23.5M Buy
1,056,012
+277,925
+36% +$6.28M 0.05% 369
2023
Q1 		$17.7M Buy
778,087
+87,993
+13% +$1.99M 0.04% 434
2022
Q4 		$15.4M Buy
690,094
+148,606
+27% +$3.3M 0.04% 461
2022
Q3 		$11.8M Buy
541,488
+115,799
+27% +$2.69M 0.03% 514
2022
Q2 		$9.9M Buy
425,689
+271,968
+177% +$6.53M 0.03% 584
2022
Q1 		$3.88M Buy
+153,721
New +$3.9M 0.01% 1092

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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 22.96% 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

Commonwealth Equity Services's CGCP Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Capital Group Core Plus Income ETF (CGCP) stake by 7.3% in Q2 2026, selling an estimated $5.79M and leaving 3,278,878 shares worth $73.1M. The position accounts for 0.09% of the portfolio, ranked #222.

Commonwealth Equity Services first reported a position in CGCP in Q1 2022 and has held it in 18 quarters since. The position peaked at $83.3M in Q2 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Commonwealth Equity Services held 3,278,878 shares of Capital Group Core Plus Income ETF worth $73.1M as of Q2 2026.
  • Commonwealth Equity Services sold 258,914 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $5.79M.
  • Capital Group Core Plus Income ETF made up 0.09% of Commonwealth Equity Services's portfolio in Q2 2026, its #222 holding.
  • Commonwealth Equity Services first reported a position in Capital Group Core Plus Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Commonwealth Equity Services's Capital Group Core Plus Income ETF position peaked at $83.3M in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.