Hartmann Taylor Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Hartmann Taylor Wealth Management’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	$935K	Hold	41,859	–	–	0.62%	29
2026 Q1	$935K	Buy	41,859 +3,758	+10%	+$85.1K	0.62%	29
2025 Q4	$863K	Buy	38,101 +7,768	+26%	+$177K	0.58%	30
2025 Q3	$689K	Buy	30,333 +10,933	+56%	+$247K	0.49%	29
2025 Q2	$437K	Buy	19,400 +8,000	+70%	+$178K	0.36%	35
2025 Q1	$256K	Buy	+11,400	New	+$255K	0.23%	43

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

Hartmann Taylor Wealth Management's CGCP Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 41,859 shares worth $935K. The position accounts for 0.62% of the portfolio, ranked #29.

Hartmann Taylor Wealth Management first reported a position in CGCP in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Hartmann Taylor Wealth Management held 41,859 shares of Capital Group Core Plus Income ETF worth $935K as of Q2 2026.
Hartmann Taylor Wealth Management left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
Capital Group Core Plus Income ETF made up 0.62% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #29 holding.
Hartmann Taylor Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 6 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.