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

Ethos Capital 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 		$907K Sell
40,708
-20,649
-34% -$462K 0.65% 39
2026
Q1 		$1.37M Sell
61,357
-9,459
-13% -$214K 1.18% 37
2025
Q4 		$1.6M Buy
+70,816
New +$1.61M 1.51% 21

Other funds holding CGCP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Ethos Capital Management's CGCP Position: Q2 2026 in Review

Ethos Capital Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 34% in Q2 2026, selling an estimated $462K and leaving 40,708 shares worth $907K. The position accounts for 0.65% of the portfolio, ranked #39.

Ethos Capital Management first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.6M in Q4 2025. 179 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Ethos Capital Management held 40,708 shares of Capital Group Core Plus Income ETF worth $907K as of Q2 2026.
  • Ethos Capital Management sold 20,649 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $462K.
  • Capital Group Core Plus Income ETF made up 0.65% of Ethos Capital Management's portfolio in Q2 2026, its #39 holding.
  • Ethos Capital Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's Capital Group Core Plus Income ETF position peaked at $1.6M in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.