Frazier Financial Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Frazier Financial Advisors’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	$283K	Hold	12,694	–	–	0.14%	57
2026 Q1	$284K	Hold	12,694	–	–	0.16%	53
2025 Q4	$287K	Hold	12,694	–	–	0.17%	50
2025 Q3	$288K	Hold	12,694	–	–	0.18%	45
2025 Q2	$286K	Hold	12,694	–	–	0.2%	42
2025 Q1	$285K	Hold	12,694	–	–	0.22%	42
2024 Q4	$282K	Hold	12,694	–	–	0.22%	40
2024 Q3	$293K	Hold	12,694	–	–	0.23%	40
2024 Q2	$282K	Hold	12,694	–	–	0.22%	46
2024 Q1	$285K	Hold	12,694	–	–	0.23%	43
2023 Q4	$288K	Buy	+12,694	New	+$277K	0.25%	37

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

Frazier Financial Advisors's CGCP Position: Q2 2026 in Review

Frazier Financial Advisors held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 12,694 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #57.

Frazier Financial Advisors first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. The position peaked at $293K in Q3 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Frazier Financial Advisors held 12,694 shares of Capital Group Core Plus Income ETF worth $283K as of Q2 2026.
Frazier Financial Advisors left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
Capital Group Core Plus Income ETF made up 0.14% of Frazier Financial Advisors's portfolio in Q2 2026, its #57 holding.
Frazier Financial Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's Capital Group Core Plus Income ETF position peaked at $293K in Q3 2024.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.