Endeavor Private Wealth’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Endeavor Private Wealth’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	$3.35M	Buy	150,444 +8,537	+6%	+$191K	0.81%	36
2026 Q1	$3.17M	Buy	141,907 +22,155	+19%	+$502K	0.91%	33
2025 Q4	$2.71M	Buy	119,752 +6,793	+6%	+$155K	0.78%	40
2025 Q3	$2.57M	Buy	112,959 +13,708	+14%	+$310K	0.79%	36
2025 Q2	$2.23M	Buy	99,251 +22,773	+30%	+$506K	1.06%	28
2025 Q1	$1.72M	Buy	76,478 +15,240	+25%	+$341K	0.93%	33
2024 Q4	$1.36M	Buy	+61,238	New	+$1.38M	1.29%	25

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

Endeavor Private Wealth's CGCP Position: Q2 2026 in Review

Endeavor Private Wealth increased its Capital Group Core Plus Income ETF (CGCP) stake by 6% in Q2 2026, buying an estimated $191K and bringing the position to 150,444 shares worth $3.35M. The position accounts for 0.81% of the portfolio, ranked #36.

Endeavor Private Wealth first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Endeavor Private Wealth held 150,444 shares of Capital Group Core Plus Income ETF worth $3.35M as of Q2 2026.
Endeavor Private Wealth bought 8,537 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $191K.
Capital Group Core Plus Income ETF made up 0.81% of Endeavor Private Wealth's portfolio in Q2 2026, its #36 holding.
Endeavor Private Wealth first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.