EQ Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

EQ Wealth Advisors’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	$720K	Sell	32,319 -3,941	-11%	-$88.2K	0.4%	33
2026 Q1	$810K	Sell	36,260 -586	-2%	-$13.3K	0.47%	31
2025 Q4	$834K	Sell	36,846 -359	-1%	-$8.17K	0.49%	28
2025 Q3	$845K	Sell	37,205 -1,127	-3%	-$25.5K	0.56%	26
2025 Q2	$862K	Buy	38,332 +9,268	+32%	+$206K	0.59%	26
2025 Q1	$652K	Buy	29,064 +130	+0.4%	+$2.91K	0.52%	28
2024 Q4	$642K	Buy	+28,934	New	+$653K	0.62%	28

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

EQ Wealth Advisors's CGCP Position: Q2 2026 in Review

EQ Wealth Advisors reduced its Capital Group Core Plus Income ETF (CGCP) stake by 11% in Q2 2026, selling an estimated $88.2K and leaving 32,319 shares worth $720K. The position accounts for 0.4% of the portfolio, ranked #33.

EQ Wealth Advisors first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $862K in Q2 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

EQ Wealth Advisors held 32,319 shares of Capital Group Core Plus Income ETF worth $720K as of Q2 2026.
EQ Wealth Advisors sold 3,941 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $88.2K.
Capital Group Core Plus Income ETF made up 0.4% of EQ Wealth Advisors's portfolio in Q2 2026, its #33 holding.
EQ Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
EQ Wealth Advisors's Capital Group Core Plus Income ETF position peaked at $862K in Q2 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.