FP
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Financial Perspectives’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Financial Perspectives’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 		$359K Buy
16,098
+442
+3% +$9.89K 0.09% 126
2026
Q1 		$350K Buy
15,656
+26
+0.2% +$589 0.1% 121
2025
Q4 		$354K Buy
15,630
+4,536
+41% +$103K 0.1% 119
2025
Q3 		$252K Buy
11,094
+2,839
+34% +$64.2K 0.07% 139
2025
Q2 		$186K Buy
8,255
+799
+11% +$17.8K 0.06% 155
2025
Q1 		$167K Buy
7,456
+531
+8% +$11.9K 0.06% 156
2024
Q4 		$154K Buy
6,925
+1,354
+24% +$30.6K 0.05% 168
2024
Q3 		$129K Hold
5,571
– – 0.04% 184
2024
Q2 		$124K Hold
5,571
– – 0.05% 180
2024
Q1 		$125K Buy
5,571
+1,247
+29% +$28.1K 0.05% 180
2023
Q4 		$98.1K Buy
4,324
+2,197
+103% +$48K 0.04% 201
2023
Q3 		$45.7K Buy
+2,127
New +$46.9K 0.02% 264

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

Financial Perspectives's CGCP Position: Q2 2026 in Review

Financial Perspectives increased its Capital Group Core Plus Income ETF (CGCP) stake by 2.8% in Q2 2026, buying an estimated $9.89K and bringing the position to 16,098 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #126.

Financial Perspectives first reported a position in CGCP in Q3 2023 and has held it in 12 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Financial Perspectives held 16,098 shares of Capital Group Core Plus Income ETF worth $359K as of Q2 2026.
  • Financial Perspectives bought 442 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $9.89K.
  • Capital Group Core Plus Income ETF made up 0.09% of Financial Perspectives's portfolio in Q2 2026, its #126 holding.
  • Financial Perspectives first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.