IAA
CGCP icon

Independent Advisor Alliance’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Independent Advisor Alliance’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 		– Sell
-635,412
Closed -$14.2M – 1120
2026
Q1 		$14.2M Buy
+635,412
New +$14.4M 0.15% 127
2025
Q1 		– Sell
-672,135
Closed -$14.9M – 881
2024
Q4 		$14.9M Buy
+672,135
New +$15.2M 0.2% 109

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

Independent Advisor Alliance's CGCP Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2026, closing a stake of 635,412 shares — an estimated $14.2M sold.

Independent Advisor Alliance first reported a position in CGCP in Q4 2024 and held it in 2 quarters. The position peaked at $14.9M in Q4 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group Core Plus Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 635,412 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $14.2M.
  • Independent Advisor Alliance first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Capital Group Core Plus Income ETF position peaked at $14.9M in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.