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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

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

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. 324 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.
  • 324 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.