CX Institutional’s Capital Group Core Plus Income ETF CGCP Stock Holding History

CX Institutional’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	$35K	Buy	+1,550	New	+$34.7K	﹤0.01%	1039

Other funds holding CGCP

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $486M AUM

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

CX Institutional's CGCP Position: Q2 2026 in Review

CX Institutional opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 1,550 shares worth $35K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings.

71 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

CX Institutional held 1,550 shares of Capital Group Core Plus Income ETF worth $35K as of Q2 2026.
Capital Group Core Plus Income ETF was a new CX Institutional position in Q2 2026.
Capital Group Core Plus Income ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1039 holding.
71 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.