CoreCap Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

CoreCap Advisors’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	$278K	Sell	12,458 -306	-2%	-$6.84K	0.01%	731
2026 Q1	$285K	Buy	12,764 +1,325	+12%	+$30K	0.01%	673
2025 Q4	$259K	Buy	11,439 +847	+8%	+$19.3K	0.01%	704
2025 Q3	$241K	Buy	10,592 +3,049	+40%	+$68.9K	0.01%	746
2025 Q2	$170K	Buy	7,543 +748	+11%	+$16.6K	0.01%	794
2025 Q1	$153K	Buy	6,795 +413	+6%	+$9.24K	0.01%	750
2024 Q4	$142K	Buy	6,382 +2,886	+83%	+$65.1K	0.01%	807
2024 Q3	$80.8K	Buy	3,496 +1,027	+42%	+$23.5K	﹤0.01%	1006
2024 Q2	$54.9K	Buy	+2,469	New	+$54.8K	0.01%	639

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

CoreCap Advisors's CGCP Position: Q2 2026 in Review

CoreCap Advisors reduced its Capital Group Core Plus Income ETF (CGCP) stake by 2.4% in Q2 2026, selling an estimated $6.84K and leaving 12,458 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #731.

CoreCap Advisors first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. The position peaked at $285K in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

CoreCap Advisors held 12,458 shares of Capital Group Core Plus Income ETF worth $278K as of Q2 2026.
CoreCap Advisors sold 306 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $6.84K.
Capital Group Core Plus Income ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #731 holding.
CoreCap Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
CoreCap Advisors's Capital Group Core Plus Income ETF position peaked at $285K in Q1 2026.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.