Diversify Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Diversify Wealth Management’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	$18M	Sell	814,299 -158,064	-16%	-$3.54M	0.3%	67
2026 Q1	$21.8M	Buy	972,363 +125,453	+15%	+$2.84M	0.39%	51
2025 Q4	$19.2M	Buy	846,910 +49,790	+6%	+$1.13M	0.9%	15
2025 Q3	$18.1M	Buy	797,120 +45,719	+6%	+$1.03M	1.04%	15
2025 Q2	$16.9M	Buy	751,401 +72,879	+11%	+$1.62M	1.05%	16
2025 Q1	$15.2M	Buy	678,522 +21,032	+3%	+$470K	1.13%	14
2024 Q4	$14.5M	Buy	657,490 +220,003	+50%	+$4.96M	1.13%	16
2024 Q3	$9.88M	Buy	+437,487	New	+$9.99M	0.95%	20

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

Diversify Wealth Management's CGCP Position: Q2 2026 in Review

Diversify Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 16% in Q2 2026, selling an estimated $3.54M and leaving 814,299 shares worth $18M. The position accounts for 0.3% of the portfolio, ranked #67.

Diversify Wealth Management first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.8M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Diversify Wealth Management held 814,299 shares of Capital Group Core Plus Income ETF worth $18M as of Q2 2026.
Diversify Wealth Management sold 158,064 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $3.54M.
Capital Group Core Plus Income ETF made up 0.3% of Diversify Wealth Management's portfolio in Q2 2026, its #67 holding.
Diversify Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Capital Group Core Plus Income ETF position peaked at $21.8M in Q1 2026.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.