DWP
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Daymark Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Daymark Wealth Partners’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 		$204K Buy
+9,146
New +$205K 0.01% 762
2024
Q4 		– Sell
-16,701
Closed -$386K – 501
2024
Q3 		$386K Buy
16,701
+704
+4% +$16.1K 0.02% 381
2024
Q2 		$355K Buy
15,997
+1,607
+11% +$35.7K 0.02% 374
2024
Q1 		$323K Hold
14,390
– – 0.02% 330
2023
Q4 		$327K Buy
+14,390
New +$314K 0.02% 307

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

Daymark Wealth Partners's CGCP Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 9,146 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in CGCP as recently as Q3 2024.

Daymark Wealth Partners first reported a position in CGCP in Q4 2023 and has held it in 5 quarters since. The position peaked at $386K in Q3 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Daymark Wealth Partners held 9,146 shares of Capital Group Core Plus Income ETF worth $204K as of Q2 2026.
  • Capital Group Core Plus Income ETF was a new Daymark Wealth Partners position in Q2 2026.
  • Capital Group Core Plus Income ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #762 holding.
  • Daymark Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 5 quarters since.
  • Daymark Wealth Partners's Capital Group Core Plus Income ETF position peaked at $386K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.