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

Elevation 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	$351K	Buy	15,725 +125	+0.8%	+$2.8K	0.11%	100
2026 Q1	$348K	Buy	15,600 +116	+0.7%	+$2.63K	0.12%	89
2025 Q4	$351K	Buy	15,484 +7,164	+86%	+$163K	0.12%	90
2025 Q3	$189K	Buy	8,320 +40	+0.5%	+$904	0.07%	118
2025 Q2	$186K	Buy	8,280 +11	+0.1%	+$244	0.07%	116
2025 Q1	$186K	Hold	8,269	–	–	0.08%	114
2024 Q4	$184K	Hold	8,269	–	–	0.08%	119
2024 Q3	$191K	Buy	8,269 +47	+0.6%	+$1.07K	0.08%	119
2024 Q2	$183K	Sell	8,222 -1,867	-19%	-$41.4K	0.09%	113
2024 Q1	$227K	Buy	10,089 +8,129	+415%	+$183K	0.11%	103
2023 Q4	$44.5K	Buy	+1,960	New	+$42.8K	0.03%	221

Other funds holding CGCP

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SFGP

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

MSWM

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

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

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

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

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

Elevation Wealth Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.8% in Q2 2026, buying an estimated $2.8K and bringing the position to 15,725 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #100.

Elevation Wealth Partners first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. The position peaked at $351K in Q4 2025. 131 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Elevation Wealth Partners held 15,725 shares of Capital Group Core Plus Income ETF worth $351K as of Q2 2026.
Elevation Wealth Partners bought 125 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.8K.
Capital Group Core Plus Income ETF made up 0.11% of Elevation Wealth Partners's portfolio in Q2 2026, its #100 holding.
Elevation Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
Elevation Wealth Partners's Capital Group Core Plus Income ETF position peaked at $351K in Q4 2025.
131 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.