IA
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IFP Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

IFP Advisors’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 		$3.34M Buy
149,983
+5,553
+4% +$124K 0.06% 353
2026
Q1 		$3.23M Buy
144,430
+16,978
+13% +$384K 0.07% 322
2025
Q4 		$2.89M Buy
127,452
+17,283
+16% +$393K 0.06% 330
2025
Q3 		$2.5M Sell
110,169
-9,768
-8% -$221K 0.07% 325
2025
Q2 		$2.7M Buy
119,937
+17,220
+17% +$383K 0.08% 286
2025
Q1 		$2.31M Buy
102,717
+95,636
+1,351% +$2.14M 0.07% 327
2024
Q4 		$157K Buy
7,081
+1,280
+22% +$28.9K 0.01% 1253
2024
Q3 		$134K Buy
5,801
+3,057
+111% +$69.8K ﹤0.01% 1281
2024
Q2 		$61K Sell
2,744
-677
-20% -$15K ﹤0.01% 1586
2024
Q1 		$76.8K Buy
3,421
+25
+0.7% +$562 ﹤0.01% 1402
2023
Q4 		$77.1K Sell
3,396
-81,503
-96% -$1.78M ﹤0.01% 1361
2023
Q3 		$1.83M Buy
84,899
+25,475
+43% +$561K 0.08% 257
2023
Q2 		$1.32M Buy
59,424
+30,247
+104% +$683K 0.06% 353
2023
Q1 		$741K Buy
29,177
+2,428
+9% +$54.9K 0.03% 471
2022
Q4 		$717K Buy
26,749
+4,102
+18% +$91K 0.02% 746
2022
Q3 		$596K Buy
22,647
+5,537
+32% +$129K 0.02% 840
2022
Q2 		$455K Hold
17,110
– – 0.01% 893
2022
Q1 		$455K Buy
+17,110
New +$434K 0.01% 893

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

IFP Advisors's CGCP Position: Q2 2026 in Review

IFP Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.8% in Q2 2026, buying an estimated $124K and bringing the position to 149,983 shares worth $3.34M. The position accounts for 0.06% of the portfolio, ranked #353.

IFP Advisors first reported a position in CGCP in Q1 2022 and has held it in 18 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • IFP Advisors held 149,983 shares of Capital Group Core Plus Income ETF worth $3.34M as of Q2 2026.
  • IFP Advisors bought 5,553 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $124K.
  • Capital Group Core Plus Income ETF made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #353 holding.
  • IFP Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.