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Integrated Wealth Concepts’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Integrated Wealth Concepts’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 		$766K Buy
34,374
+4,848
+16% +$108K 0.01% 1389
2026
Q1 		$660K Buy
29,526
+5,028
+21% +$114K 0.01% 1376
2025
Q4 		$555K Buy
24,498
+2,110
+9% +$48K 0.01% 1041
2025
Q3 		$509K Sell
22,388
-2,506
-10% -$56.6K ﹤0.01% 1332
2025
Q2 		$560K Buy
24,894
+9,974
+67% +$222K 0.01% 1211
2025
Q1 		$335K Buy
14,920
+5,790
+63% +$130K ﹤0.01% 1344
2024
Q4 		$203K Hold
9,130
– – ﹤0.01% 1596
2024
Q3 		$211K Sell
9,130
-425
-4% -$9.71K ﹤0.01% 1533
2024
Q2 		$212K Hold
9,555
– – ﹤0.01% 1491
2024
Q1 		$215K Buy
+9,555
New +$215K ﹤0.01% 1491

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

Integrated Wealth Concepts's CGCP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group Core Plus Income ETF (CGCP) stake by 16% in Q2 2026, buying an estimated $108K and bringing the position to 34,374 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #1389.

Integrated Wealth Concepts first reported a position in CGCP in Q1 2024 and has held it in 10 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Integrated Wealth Concepts held 34,374 shares of Capital Group Core Plus Income ETF worth $766K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,848 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $108K.
  • Capital Group Core Plus Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1389 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.