Dynamic Advisor Solutions’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Dynamic Advisor Solutions’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	$2.15M	Buy	96,566 +8,712	+10%	+$195K	0.06%	323
2026 Q1	$1.96M	Buy	87,854 +2,763	+3%	+$62.6K	0.06%	320
2025 Q4	$1.93M	Sell	85,091 -17,454	-17%	-$397K	0.06%	299
2025 Q3	$2.33M	Buy	102,545 +637	+0.6%	+$14.4K	0.07%	287
2025 Q2	$2.29M	Buy	101,908 +11,285	+12%	+$251K	0.07%	274
2025 Q1	$2.03M	Buy	90,623 +6,994	+8%	+$156K	0.07%	282
2024 Q4	$1.86M	Buy	83,629 +670	+0.8%	+$15.1K	0.08%	218
2024 Q3	$1.92M	Buy	82,959 +9,343	+13%	+$213K	0.06%	306
2024 Q2	$1.64M	Buy	+73,616	New	+$1.63M	0.05%	336

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

Dynamic Advisor Solutions's CGCP Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Capital Group Core Plus Income ETF (CGCP) stake by 9.9% in Q2 2026, buying an estimated $195K and bringing the position to 96,566 shares worth $2.15M. The position accounts for 0.06% of the portfolio, ranked #323.

Dynamic Advisor Solutions first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Dynamic Advisor Solutions held 96,566 shares of Capital Group Core Plus Income ETF worth $2.15M as of Q2 2026.
Dynamic Advisor Solutions bought 8,712 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $195K.
Capital Group Core Plus Income ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #323 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Capital Group Core Plus Income ETF position peaked at $2.33M in Q3 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.