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Hazlett, Burt & Watson’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Hazlett, Burt & Watson’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 		$21K Buy
960
+8
+0.8% +$179 0.01% 591
2026
Q1 		$21K Buy
+952
New +$21.6K 0.01% 571

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Hazlett, Burt & Watson's CGCP Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.84% in Q2 2026, buying an estimated $179 and bringing the position to 960 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #591.

Hazlett, Burt & Watson first reported a position in CGCP in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Hazlett, Burt & Watson held 960 shares of Capital Group Core Plus Income ETF worth $21K as of Q2 2026.
  • Hazlett, Burt & Watson bought 8 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $179.
  • Capital Group Core Plus Income ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #591 holding.
  • Hazlett, Burt & Watson first reported a position in Capital Group Core Plus Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.