Founders Financial Securities’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Founders Financial Securities’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	$285K	Sell	12,807 -5,438	-30%	-$122K	0.01%	476
2026 Q1	$410K	Sell	18,245 -500	-3%	-$11.3K	0.02%	397
2025 Q4	$424K	Hold	18,745	–	–	0.03%	403
2025 Q3	$426K	Sell	18,745 -1,614	-8%	-$36.5K	0.03%	367
2025 Q2	$458K	Sell	20,359 -1,361	-6%	-$30.3K	0.03%	356
2025 Q1	$487K	Sell	21,720 -1,882	-8%	-$42.1K	0.04%	317
2024 Q4	$524K	Buy	23,602 +641	+3%	+$14.5K	0.05%	297
2024 Q3	$531K	Sell	22,961 -4,388	-16%	-$100K	0.05%	261
2024 Q2	$608K	Buy	27,349 +63	+0.2%	+$1.4K	0.06%	253
2024 Q1	$613K	Buy	27,286 +10,895	+66%	+$245K	0.06%	234
2023 Q4	$372K	Buy	16,391 +4,011	+32%	+$87.5K	0.04%	281
2023 Q3	$266K	Buy	12,380 +3,330	+37%	+$73.4K	0.03%	282
2023 Q2	$201K	Buy	+9,050	New	+$204K	0.03%	302

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

Founders Financial Securities's CGCP Position: Q2 2026 in Review

Founders Financial Securities reduced its Capital Group Core Plus Income ETF (CGCP) stake by 30% in Q2 2026, selling an estimated $122K and leaving 12,807 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #476.

Founders Financial Securities first reported a position in CGCP in Q2 2023 and has held it in 13 quarters since. The position peaked at $613K in Q1 2024. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Founders Financial Securities held 12,807 shares of Capital Group Core Plus Income ETF worth $285K as of Q2 2026.
Founders Financial Securities sold 5,438 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $122K.
Capital Group Core Plus Income ETF made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #476 holding.
Founders Financial Securities first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 13 quarters since.
Founders Financial Securities's Capital Group Core Plus Income ETF position peaked at $613K in Q1 2024.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.