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

Creative Financial Designs’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	$199K	Buy	8,946 +2,141	+31%	+$47.9K	0.01%	613
2026 Q1	$152K	Buy	6,805 +1,423	+26%	+$32.2K	0.01%	585
2025 Q4	$122K	Buy	5,382 +2,037	+61%	+$46.4K	0.01%	608
2025 Q3	$76K	Sell	3,345 -5,106	-60%	-$115K	0.01%	716
2025 Q2	$190K	Buy	8,451 +723	+9%	+$16.1K	0.01%	499
2025 Q1	$173K	Buy	7,728 +5,172	+202%	+$116K	0.01%	484
2024 Q4	$56.8K	Buy	2,556 +782	+44%	+$17.6K	﹤0.01%	753
2024 Q3	$41K	Buy	1,774 +590	+50%	+$13.5K	﹤0.01%	840
2024 Q2	$26.3K	Buy	+1,184	New	+$26.3K	﹤0.01%	933
2024 Q1	–	Sell	-2,033	Closed	-$46.1K	–	1677
2023 Q4	$46.1K	Hold	2,033	–	–	﹤0.01%	705
2023 Q3	$43.7K	Buy	2,033 +8	+0.4%	+$176	0.01%	660
2023 Q2	$45.1K	Buy	+2,025	New	+$45.8K	0.01%	659

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 22.9% 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

Creative Financial Designs's CGCP Position: Q2 2026 in Review

Creative Financial Designs increased its Capital Group Core Plus Income ETF (CGCP) stake by 31% in Q2 2026, buying an estimated $47.9K and bringing the position to 8,946 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #613.

Creative Financial Designs first reported a position in CGCP in Q2 2023 and has held it in 12 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Creative Financial Designs held 8,946 shares of Capital Group Core Plus Income ETF worth $199K as of Q2 2026.
Creative Financial Designs bought 2,141 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $47.9K.
Capital Group Core Plus Income ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #613 holding.
Creative Financial Designs first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 12 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.