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FinDec Wealth Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

FinDec Wealth Services’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 		$15.1M Buy
676,714
+32,192
+5% +$720K 17.82% 1
2026
Q1 		$14.4M Sell
644,522
-67,120
-9% -$1.52M 17.61% 1
2025
Q4 		$16.1M Sell
711,642
-30,825
-4% -$701K 17.28% 1
2025
Q3 		$16.9M Buy
742,467
+642
+0.1% +$14.5K 17.47% 1
2025
Q2 		$16.7M Buy
741,825
+6,657
+0.9% +$148K 17.45% 1
2025
Q1 		$16.5M Sell
735,168
-99,596
-12% -$2.23M 16.32% 1
2024
Q4 		$18.5M Sell
834,764
-29,562
-3% -$667K 12.87% 1
2024
Q3 		$20M Buy
864,326
+49,930
+6% +$1.14M 11.6% 1
2024
Q2 		$18.1M Buy
814,396
+144,370
+22% +$3.2M 11.42% 1
2024
Q1 		$15M Sell
670,026
-21,412
-3% -$482K 9.46% 1
2023
Q4 		$15.7M Sell
691,438
-72,635
-10% -$1.59M 10.49% 1
2023
Q3 		$16.4M Buy
764,073
+6,282
+0.8% +$138K 11.87% 1
2023
Q2 		$16.9M Buy
757,791
+62,132
+9% +$1.4M 11.8% 1
2023
Q1 		$15.9M Buy
695,659
+153,340
+28% +$3.47M 11.99% 1
2022
Q4 		$12.1M Buy
+542,319
New +$12M 9.98% 1

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

FinDec Wealth Services's CGCP Position: Q2 2026 in Review

FinDec Wealth Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 5% in Q2 2026, buying an estimated $720K and bringing the position to 676,714 shares worth $15.1M. The position accounts for 17.82% of the portfolio, ranked #1.

FinDec Wealth Services first reported a position in CGCP in Q4 2022 and has held it in 15 quarters since. The position peaked at $20M in Q3 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • FinDec Wealth Services held 676,714 shares of Capital Group Core Plus Income ETF worth $15.1M as of Q2 2026.
  • FinDec Wealth Services bought 32,192 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $720K.
  • Capital Group Core Plus Income ETF made up 17.82% of FinDec Wealth Services's portfolio in Q2 2026, its #1 holding.
  • FinDec Wealth Services first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Capital Group Core Plus Income ETF position peaked at $20M in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.