Envestnet Portfolio Solutions’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Envestnet Portfolio 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	$1.88M	Buy	84,268 +10,152	+14%	+$227K	0.01%	507
2026 Q1	$1.66M	Buy	74,116 +16,499	+29%	+$374K	0.01%	501
2025 Q4	$1.3M	Buy	57,617 +16,581	+40%	+$377K	﹤0.01%	671
2025 Q3	$932K	Buy	41,036 +11,199	+38%	+$253K	﹤0.01%	762
2025 Q2	$671K	Sell	29,837 -26,112	-47%	-$580K	﹤0.01%	967
2025 Q1	$1.26M	Buy	55,949 +16,156	+41%	+$361K	﹤0.01%	730
2024 Q4	$883K	Buy	39,793 +7,700	+24%	+$174K	﹤0.01%	981
2024 Q3	$742K	Buy	32,093 +16,481	+106%	+$376K	﹤0.01%	1019
2024 Q2	$347K	Buy	+15,612	New	+$346K	﹤0.01%	1296

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

Envestnet Portfolio Solutions's CGCP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Core Plus Income ETF (CGCP) stake by 14% in Q2 2026, buying an estimated $227K and bringing the position to 84,268 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #507.

Envestnet Portfolio Solutions first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Envestnet Portfolio Solutions held 84,268 shares of Capital Group Core Plus Income ETF worth $1.88M as of Q2 2026.
Envestnet Portfolio Solutions bought 10,152 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $227K.
Capital Group Core Plus Income ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #507 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.