Envestnet Asset Management
CGCP icon

Envestnet Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Envestnet Asset 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 		$276M Buy
12,369,670
+884,794
+8% +$19.8M 0.07% 269
2026
Q1 		$257M Buy
11,484,876
+1,101,113
+11% +$24.9M 0.07% 262
2025
Q4 		$235M Buy
10,383,763
+1,358,310
+15% +$30.9M 0.07% 261
2025
Q3 		$205M Buy
9,025,453
+1,423,949
+19% +$32.2M 0.06% 309
2025
Q2 		$171M Buy
7,601,504
+2,353,628
+45% +$52.3M 0.05% 349
2025
Q1 		$118M Buy
5,247,876
+753,524
+17% +$16.9M 0.04% 415
2024
Q4 		$99.8M Buy
4,494,352
+606,369
+16% +$13.7M 0.03% 463
2024
Q3 		$89.9M Buy
3,887,983
+677,361
+21% +$15.5M 0.03% 510
2024
Q2 		$71.3M Buy
3,210,622
+981,628
+44% +$21.8M 0.02% 540
2024
Q1 		$50.1M Buy
2,228,994
+436,353
+24% +$9.82M 0.02% 668
2023
Q4 		$40.7M Buy
1,792,641
+205,503
+13% +$4.49M 0.02% 695
2023
Q3 		$34.1M Buy
1,587,138
+260,991
+20% +$5.75M 0.02% 723
2023
Q2 		$29.5M Buy
1,326,147
+840,863
+173% +$19M 0.01% 729
2023
Q1 		$11.1M Buy
485,284
+110,429
+29% +$2.5M 0.01% 1184
2022
Q4 		$8.35M Buy
374,855
+243,421
+185% +$5.4M ﹤0.01% 1302
2022
Q3 		$2.87M Buy
131,434
+64,180
+95% +$1.49M ﹤0.01% 1861
2022
Q2 		$1.56M Buy
+67,254
New +$1.61M ﹤0.01% 2262

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
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management's CGCP Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 7.7% in Q2 2026, buying an estimated $19.8M and bringing the position to 12,369,670 shares worth $276M. The position accounts for 0.07% of the portfolio, ranked #269.

Envestnet Asset Management first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Envestnet Asset Management held 12,369,670 shares of Capital Group Core Plus Income ETF worth $276M as of Q2 2026.
  • Envestnet Asset Management bought 884,794 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $19.8M.
  • Capital Group Core Plus Income ETF made up 0.07% of Envestnet Asset Management's portfolio in Q2 2026, its #269 holding.
  • Envestnet Asset Management first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.