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

Financial Management Network’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	$2.82M	Buy	126,831 +2,113	+2%	+$47.3K	0.4%	55
2026 Q1	$2.8M	Buy	124,718 +4,304	+4%	+$97.5K	0.43%	50
2025 Q4	$2.73M	Buy	120,414 +20,390	+20%	+$464K	0.43%	50
2025 Q3	$2.28M	Buy	100,024 +3,881	+4%	+$87.7K	0.38%	52
2025 Q2	$2.16M	Buy	96,143 +18,979	+25%	+$422K	0.39%	56
2025 Q1	$1.71M	Buy	77,164 +22,352	+41%	+$500K	0.38%	54
2024 Q4	$1.22M	Buy	54,812 +2,440	+5%	+$55.1K	0.25%	63
2024 Q3	$1.2M	Buy	52,372 +12,578	+32%	+$287K	0.25%	71
2024 Q2	$891K	Buy	39,794 +3,470	+10%	+$77K	0.21%	75
2024 Q1	$812K	Buy	36,324 +5,251	+17%	+$118K	0.2%	74
2023 Q4	$698K	Sell	31,073 -207	-0.7%	-$4.52K	0.2%	72
2023 Q3	$667K	Buy	31,280 +4,862	+18%	+$107K	0.22%	69
2023 Q2	$586K	Buy	26,418 +2,600	+11%	+$58.7K	0.2%	78
2023 Q1	$546K	Sell	23,818 -2,105	-8%	-$47.6K	0.22%	75
2022 Q4	$582K	Sell	25,923 -3,588	-12%	-$79.6K	0.26%	73
2022 Q3	$657K	Buy	29,511 +3,754	+15%	+$87.2K	0.32%	66
2022 Q2	$603K	Buy	+25,757	New	+$618K	0.32%	64

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

Financial Management Network's CGCP Position: Q2 2026 in Review

Financial Management Network increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.7% in Q2 2026, buying an estimated $47.3K and bringing the position to 126,831 shares worth $2.82M. The position accounts for 0.4% of the portfolio, ranked #55.

Financial Management Network first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Financial Management Network held 126,831 shares of Capital Group Core Plus Income ETF worth $2.82M as of Q2 2026.
Financial Management Network bought 2,113 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $47.3K.
Capital Group Core Plus Income ETF made up 0.4% of Financial Management Network's portfolio in Q2 2026, its #55 holding.
Financial Management Network first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.