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

CWS Financial 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	$772K	Buy	34,642 +281	+0.8%	+$6.29K	0.17%	76
2026 Q1	$768K	Buy	34,361 +608	+2%	+$13.8K	0.2%	69
2025 Q4	$764K	Buy	33,753 +575	+2%	+$13.1K	0.21%	67
2025 Q3	$754K	Buy	33,178 +2,735	+9%	+$61.8K	0.21%	61
2025 Q2	$685K	Buy	30,443 +6,206	+26%	+$138K	0.2%	62
2025 Q1	$544K	Buy	24,237 +237	+1%	+$5.3K	0.17%	72
2024 Q4	$533K	Buy	24,000 +974	+4%	+$22K	0.17%	64
2024 Q3	$532K	Buy	23,026 +3,264	+17%	+$74.6K	0.19%	61
2024 Q2	$439K	Buy	19,762 +4,555	+30%	+$101K	0.17%	66
2024 Q1	$342K	Buy	15,207 +1,187	+8%	+$26.7K	0.14%	79
2023 Q4	$318K	Buy	+14,020	New	+$306K	0.12%	114

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

CWS Financial Advisors's CGCP Position: Q2 2026 in Review

CWS Financial Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.82% in Q2 2026, buying an estimated $6.29K and bringing the position to 34,642 shares worth $772K. The position accounts for 0.17% of the portfolio, ranked #76.

CWS Financial Advisors first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

CWS Financial Advisors held 34,642 shares of Capital Group Core Plus Income ETF worth $772K as of Q2 2026.
CWS Financial Advisors bought 281 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $6.29K.
Capital Group Core Plus Income ETF made up 0.17% of CWS Financial Advisors's portfolio in Q2 2026, its #76 holding.
CWS Financial Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.