Fidelity Investments
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Fidelity Investments’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Fidelity Investments’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 		– Sell
-558
Closed -$12.5K – 5591
2026
Q1 		$12.5K Buy
+558
New +$12.6K ﹤0.01% 4691
2024
Q3 		– Sell
-1
Closed -$22 – 5519
2024
Q2 		$22 Sell
1
-61
-98% -$1.35K ﹤0.01% 5182
2024
Q1 		$1.39K Buy
62
+61
+6,100% +$1.37K ﹤0.01% 4750
2023
Q4 		$23 Sell
1
-1
-50% -$22 ﹤0.01% 5178
2023
Q3 		$43 Buy
+2
New +$44 ﹤0.01% 4958

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fidelity Investments's CGCP Position: Q2 2026 in Review

Fidelity Investments sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2026, closing a stake of 558 shares — an estimated $12.5K sold.

Fidelity Investments first reported a position in CGCP in Q3 2023 and held it in 5 quarters. The position peaked at $12.5K in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Fidelity Investments reported no remaining Capital Group Core Plus Income ETF position as of Q2 2026 after selling out during the quarter.
  • Fidelity Investments sold 558 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $12.5K.
  • Fidelity Investments first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and held it in 5 quarters.
  • Fidelity Investments's Capital Group Core Plus Income ETF position peaked at $12.5K in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.