Guardian Wealth Advisors (North Carolina)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-4,425	Closed	-$98.9K	–	404
2026 Q1	$98.9K	Buy	+4,425	New	+$100K	0.01%	398
2025 Q3	–	Sell	-4,425	Closed	-$99.6K	–	373
2025 Q2	$99.6K	Hold	4,425	–	–	0.01%	367
2025 Q1	$99.3K	Buy	4,425 +75	+2%	+$1.68K	0.01%	349
2024 Q4	$96.6K	Buy	4,350 +1,000	+30%	+$22.6K	0.01%	342
2024 Q3	$77.5K	Hold	3,350	–	–	0.01%	296
2024 Q2	$74.4K	Hold	3,350	–	–	0.01%	286
2024 Q1	$75.2K	Buy	3,350 +550	+20%	+$12.4K	0.01%	297
2023 Q4	$63.5K	Buy	2,800 +2,100	+300%	+$45.8K	0.01%	284
2023 Q3	$15.1K	Buy	+700	New	+$15.4K	﹤0.01%	344

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

Guardian Wealth Advisors (North Carolina)'s CGCP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2026, closing a stake of 4,425 shares — an estimated $98.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CGCP in Q3 2023 and held it in 9 quarters. The position peaked at $99.6K in Q2 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Capital Group Core Plus Income ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 4,425 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $98.9K.
Guardian Wealth Advisors (North Carolina) first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and held it in 9 quarters.
Guardian Wealth Advisors (North Carolina)'s Capital Group Core Plus Income ETF position peaked at $99.6K in Q2 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.