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

IHT 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	$8.67M	Buy	388,937 +111,963	+40%	+$2.5M	0.18%	108
2026 Q1	$6.19M	Buy	276,974 +11,946	+5%	+$271K	0.14%	144
2025 Q4	$6M	Buy	265,028 +8,839	+3%	+$201K	0.15%	142
2025 Q3	$5.82M	Buy	256,189 +23,106	+10%	+$522K	0.15%	143
2025 Q2	$5.24M	Buy	233,083 +37,488	+19%	+$833K	0.14%	142
2025 Q1	$4.39M	Buy	195,595 +167,630	+599%	+$3.75M	0.14%	149
2024 Q4	$621K	Buy	+27,965	New	+$631K	0.02%	616

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

IHT Wealth Management's CGCP Position: Q2 2026 in Review

IHT Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 40% in Q2 2026, buying an estimated $2.5M and bringing the position to 388,937 shares worth $8.67M. The position accounts for 0.18% of the portfolio, ranked #108.

IHT Wealth Management first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

IHT Wealth Management held 388,937 shares of Capital Group Core Plus Income ETF worth $8.67M as of Q2 2026.
IHT Wealth Management bought 111,963 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.5M.
Capital Group Core Plus Income ETF made up 0.18% of IHT Wealth Management's portfolio in Q2 2026, its #108 holding.
IHT Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.