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

Independent Financial Group’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 		$6.54M Buy
293,450
+232,152
+379% +$5.19M 0.12% 159
2026
Q1 		$1.37M Sell
61,298
-13,458
-18% -$305K 0.03% 520
2025
Q4 		$1.69M Buy
74,756
+1,239
+2% +$28.2K 0.04% 440
2025
Q3 		$1.67M Sell
73,517
-4,383
-6% -$99K 0.04% 444
2025
Q2 		$1.75M Buy
77,900
+3,980
+5% +$88.5K 0.05% 380
2025
Q1 		$1.66M Sell
73,920
-352
-0.5% -$7.87K 0.06% 334
2024
Q4 		$1.65M Buy
74,272
+29,457
+66% +$665K 0.05% 340
2024
Q3 		$1.04M Buy
44,815
+495
+1% +$11.3K 0.04% 439
2024
Q2 		$985K Buy
44,320
+4,129
+10% +$91.6K 0.04% 413
2024
Q1 		$903K Buy
40,191
+16,600
+70% +$373K 0.04% 407
2023
Q4 		$535K Sell
23,591
-15,561
-40% -$340K 0.03% 532
2023
Q3 		$842K Buy
39,152
+15,821
+68% +$349K 0.05% 363
2023
Q2 		$519K Buy
23,331
+6,713
+40% +$152K 0.04% 471
2023
Q1 		$379K Buy
16,618
+3,610
+28% +$81.7K 0.03% 533
2022
Q4 		$290K Buy
+13,008
New +$289K 0.02% 568

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 Financial Group's CGCP Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 379% in Q2 2026, buying an estimated $5.19M and bringing the position to 293,450 shares worth $6.54M. The position accounts for 0.12% of the portfolio, ranked #159.

Independent Financial Group first reported a position in CGCP in Q4 2022 and has held it in 15 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Independent Financial Group held 293,450 shares of Capital Group Core Plus Income ETF worth $6.54M as of Q2 2026.
  • Independent Financial Group bought 232,152 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $5.19M.
  • Capital Group Core Plus Income ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #159 holding.
  • Independent Financial Group first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.