Freedom Financial Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Freedom Financial Partners’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	$7.66M	Sell	343,448 -81,623	-19%	-$1.83M	2.49%	14
2026 Q1	$9.5M	Buy	425,071 +16,311	+4%	+$369K	3.38%	11
2025 Q4	$9.25M	Buy	408,760 +25,826	+7%	+$588K	3.37%	11
2025 Q3	$8.7M	Buy	382,934 +13,007	+4%	+$294K	3.32%	12
2025 Q2	$8.32M	Buy	369,927 +13,285	+4%	+$295K	3.51%	10
2025 Q1	$8.01M	Buy	356,642 +19,044	+6%	+$426K	3.73%	8
2024 Q4	$7.49M	Buy	+337,598	New	+$7.62M	3.62%	9

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

Freedom Financial Partners's CGCP Position: Q2 2026 in Review

Freedom Financial Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 19% in Q2 2026, selling an estimated $1.83M and leaving 343,448 shares worth $7.66M. The position accounts for 2.49% of the portfolio, ranked #14.

Freedom Financial Partners first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.5M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Freedom Financial Partners held 343,448 shares of Capital Group Core Plus Income ETF worth $7.66M as of Q2 2026.
Freedom Financial Partners sold 81,623 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.83M.
Capital Group Core Plus Income ETF made up 2.49% of Freedom Financial Partners's portfolio in Q2 2026, its #14 holding.
Freedom Financial Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Financial Partners's Capital Group Core Plus Income ETF position peaked at $9.5M in Q1 2026.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.