Investment Planning Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Investment Planning 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	$7.65M	Buy	343,021 +6,293	+2%	+$141K	1.77%	12
2026 Q1	$7.52M	Buy	336,728 +3,945	+1%	+$89.3K	2.07%	12
2025 Q4	$7.53M	Buy	332,783 +104,629	+46%	+$2.38M	2.19%	14
2025 Q3	$5.18M	Sell	228,154 -613,214	-73%	-$13.9M	1.63%	13
2025 Q2	$18.9M	Sell	841,368 -24,211	-3%	-$538K	6.69%	6
2025 Q1	$19.4M	Sell	865,579 -20,531	-2%	-$459K	7.9%	5
2024 Q4	$19.7M	Buy	886,110 +317,579	+56%	+$7.17M	8.59%	2
2024 Q3	$12.6M	Hold	568,531	–	–	6.45%	5
2024 Q2	$12.6M	Buy	+568,531	New	+$12.6M	6.45%	5

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

Investment Planning Advisors's CGCP Position: Q2 2026 in Review

Investment Planning Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.9% in Q2 2026, buying an estimated $141K and bringing the position to 343,021 shares worth $7.65M. The position accounts for 1.77% of the portfolio, ranked #12.

Investment Planning Advisors first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.7M in Q4 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Investment Planning Advisors held 343,021 shares of Capital Group Core Plus Income ETF worth $7.65M as of Q2 2026.
Investment Planning Advisors bought 6,293 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $141K.
Capital Group Core Plus Income ETF made up 1.77% of Investment Planning Advisors's portfolio in Q2 2026, its #12 holding.
Investment Planning Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Capital Group Core Plus Income ETF position peaked at $19.7M in Q4 2024.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.