Financial Life Planners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Financial Life Planners’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	-299	Closed	-$6.69K	–	345
2026 Q1	$6.69K	Buy	+299	New	+$6.77K	0.01%	255

Other funds holding CGCP

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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 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

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Financial Life Planners's CGCP Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2026, closing a stake of 299 shares — an estimated $6.69K sold.

Financial Life Planners first reported a position in CGCP in Q1 2026 and held it in 1 quarter. The position peaked at $6.69K in Q1 2026. 151 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Financial Life Planners reported no remaining Capital Group Core Plus Income ETF position as of Q2 2026 after selling out during the quarter.
Financial Life Planners sold 299 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $6.69K.
Financial Life Planners first reported a position in Capital Group Core Plus Income ETF in Q1 2026 and held it in 1 quarter.
Financial Life Planners's Capital Group Core Plus Income ETF position peaked at $6.69K in Q1 2026.
151 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.