Gutierrez Wealth Advisory’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Gutierrez Wealth Advisory’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	$866K	Buy	38,873 +321	+0.8%	+$7.18K	0.5%	27
2026 Q1	$861K	Buy	38,552 +10,073	+35%	+$228K	0.54%	25
2025 Q4	$645K	Buy	28,479 +18,974	+200%	+$432K	0.41%	31
2025 Q3	$216K	Buy	+9,505	New	+$215K	0.14%	61

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

Gutierrez Wealth Advisory's CGCP Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.83% in Q2 2026, buying an estimated $7.18K and bringing the position to 38,873 shares worth $866K. The position accounts for 0.5% of the portfolio, ranked #27.

Gutierrez Wealth Advisory first reported a position in CGCP in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Gutierrez Wealth Advisory held 38,873 shares of Capital Group Core Plus Income ETF worth $866K as of Q2 2026.
Gutierrez Wealth Advisory bought 321 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $7.18K.
Capital Group Core Plus Income ETF made up 0.5% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #27 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and has held it in 4 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.