Financial Partners Group (Kansas)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Financial Partners Group (Kansas)’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	-9,003	Closed	-$201K	–	251
2026 Q1	$201K	Hold	9,003	–	–	0.02%	224
2025 Q4	$204K	Hold	9,003	–	–	0.02%	221
2025 Q3	$205K	Sell	9,003 -1,639	-15%	-$37K	0.03%	214
2025 Q2	$239K	Sell	10,642 -151	-1%	-$3.36K	0.03%	182
2025 Q1	$242K	Sell	10,793 -1,061	-9%	-$23.7K	0.04%	162
2024 Q4	$263K	Sell	11,854 -10,993	-48%	-$248K	0.04%	154
2024 Q3	$528K	Sell	22,847 -7,685	-25%	-$176K	0.08%	103
2024 Q2	$678K	Buy	30,532 +8,968	+42%	+$199K	0.11%	87
2024 Q1	$484K	Buy	+21,564	New	+$485K	0.08%	109

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 Partners Group (Kansas)'s CGCP Position: Q2 2026 in Review

Financial Partners Group (Kansas) sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2026, closing a stake of 9,003 shares — an estimated $201K sold.

Financial Partners Group (Kansas) first reported a position in CGCP in Q1 2024 and held it in 9 quarters. The position peaked at $678K in Q2 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Financial Partners Group (Kansas) reported no remaining Capital Group Core Plus Income ETF position as of Q2 2026 after selling out during the quarter.
Financial Partners Group (Kansas) sold 9,003 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $201K.
Financial Partners Group (Kansas) first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and held it in 9 quarters.
Financial Partners Group (Kansas)'s Capital Group Core Plus Income ETF position peaked at $678K in Q2 2024.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.