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

Greenbush Financial Group’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	$13.9M	Buy	623,656 +57,824	+10%	+$1.29M	4.09%	10
2026 Q1	$12.6M	Buy	565,832 +113,872	+25%	+$2.58M	4.19%	11
2025 Q4	$10.2M	Buy	451,960 +65,023	+17%	+$1.48M	3.48%	12
2025 Q3	$8.79M	Buy	386,937 +29,734	+8%	+$672K	3.37%	13
2025 Q2	$8.04M	Buy	357,203 +25,031	+8%	+$556K	3.5%	13
2025 Q1	$7.46M	Buy	332,172 +16,114	+5%	+$360K	3.71%	13
2024 Q4	$7.02M	Buy	+316,058	New	+$7.13M	3.7%	12

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

Greenbush Financial Group's CGCP Position: Q2 2026 in Review

Greenbush Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 10% in Q2 2026, buying an estimated $1.29M and bringing the position to 623,656 shares worth $13.9M. The position accounts for 4.09% of the portfolio, ranked #10.

Greenbush Financial Group first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Greenbush Financial Group held 623,656 shares of Capital Group Core Plus Income ETF worth $13.9M as of Q2 2026.
Greenbush Financial Group bought 57,824 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.29M.
Capital Group Core Plus Income ETF made up 4.09% of Greenbush Financial Group's portfolio in Q2 2026, its #10 holding.
Greenbush Financial Group first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.