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

EverSource 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	$21.2M	Buy	949,401 +256,499	+37%	+$5.74M	0.71%	29
2026 Q1	$15.5M	Buy	692,902 +71,057	+11%	+$1.61M	0.47%	49
2025 Q4	$14.1M	Buy	621,845 +177,542	+40%	+$4.04M	0.52%	47
2025 Q3	$10.1M	Buy	444,303 +19,425	+5%	+$439K	0.4%	62
2025 Q2	$9.56M	Buy	424,878 +19,247	+5%	+$428K	0.43%	56
2025 Q1	$9.11M	Buy	405,631 +83,197	+26%	+$1.86M	0.5%	50
2024 Q4	$7.16M	Buy	322,434 +188,939	+142%	+$4.26M	0.4%	60
2024 Q3	$3.09M	Buy	133,495 +13,477	+11%	+$308K	0.2%	108
2024 Q2	$2.72M	Buy	120,018 +52,698	+78%	+$1.17M	0.18%	112
2024 Q1	$1.47M	Buy	67,320 +44,260	+192%	+$996K	0.12%	143
2023 Q4	$523K	Buy	23,060 +19,955	+643%	+$436K	0.05%	241
2023 Q3	$66.8K	Buy	3,105 +485	+19%	+$10.7K	0.01%	709
2023 Q2	$58.3K	Buy	2,620 +32	+1%	+$723	0.01%	778
2023 Q1	$59K	Buy	2,588 +25	+1%	+$566	0.01%	731
2022 Q4	$57.1K	Buy	2,563 +20	+0.8%	+$444	0.01%	712
2022 Q3	$56K	Buy	+2,543	New	+$59.1K	0.01%	604

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

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

EverSource Wealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 37% in Q2 2026, buying an estimated $5.74M and bringing the position to 949,401 shares worth $21.2M. The position accounts for 0.71% of the portfolio, ranked #29.

EverSource Wealth Advisors first reported a position in CGCP in Q3 2022 and has held it in 16 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

EverSource Wealth Advisors held 949,401 shares of Capital Group Core Plus Income ETF worth $21.2M as of Q2 2026.
EverSource Wealth Advisors bought 256,499 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $5.74M.
Capital Group Core Plus Income ETF made up 0.71% of EverSource Wealth Advisors's portfolio in Q2 2026, its #29 holding.
EverSource Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 16 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

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