Focus Partners Wealth’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Focus Partners Wealth’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	$431K	Buy	19,337 +6,871	+55%	+$154K	﹤0.01%	2046
2026 Q1	$278K	Hold	12,466	–	–	﹤0.01%	2234
2025 Q4	$282K	Sell	12,466 -1,268	-9%	-$28.9K	﹤0.01%	2259
2025 Q3	$312K	Buy	+13,734	New	+$310K	﹤0.01%	1821
2025 Q2	–	Sell	-13,927	Closed	-$313K	–	2051
2025 Q1	$313K	Buy	13,927 +790	+6%	+$17.7K	﹤0.01%	1551
2024 Q4	$292K	Hold	13,137	–	–	﹤0.01%	1566
2024 Q3	$304K	Buy	+13,137	New	+$300K	﹤0.01%	1320

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 22.9% 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

Focus Partners Wealth's CGCP Position: Q2 2026 in Review

Focus Partners Wealth increased its Capital Group Core Plus Income ETF (CGCP) stake by 55% in Q2 2026, buying an estimated $154K and bringing the position to 19,337 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Focus Partners Wealth first reported a position in CGCP in Q3 2024 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Focus Partners Wealth held 19,337 shares of Capital Group Core Plus Income ETF worth $431K as of Q2 2026.
Focus Partners Wealth bought 6,871 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $154K.
Capital Group Core Plus Income ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2046 holding.
Focus Partners Wealth first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 7 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.