IAM Advisory’s Capital Group Core Plus Income ETF CGCP Stock Holding History
Bought
Maintained
Sold
Other funds holding CGCP
IAM Advisory's CGCP Position: Q2 2026 in Review
IAM Advisory increased its Capital Group Core Plus Income ETF (CGCP) stake by 2% in Q2 2026, buying an estimated $567K and bringing the position to 1,300,230 shares worth $29M. The position accounts for 5.65% of the portfolio, ranked #6.
IAM Advisory first reported a position in CGCP in Q1 2023 and has held it in 14 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.
- IAM Advisory held 1,300,230 shares of Capital Group Core Plus Income ETF worth $29M as of Q2 2026.
- IAM Advisory bought 25,359 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $567K.
- Capital Group Core Plus Income ETF made up 5.65% of IAM Advisory's portfolio in Q2 2026, its #6 holding.
- IAM Advisory first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 14 quarters since.
- 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.
Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.