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J. Derek Lewis & Associates’s Capital Group Core Plus Income ETF CGCP Stock Holding History

J. Derek Lewis & Associates’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 		$15M Buy
672,597
+12,345
+2% +$276K 2.83% 12
2026
Q1 		$14.8M Buy
660,252
+24,764
+4% +$561K 3.33% 9
2025
Q4 		$14.4M Buy
+635,488
New +$14.5M 3.37% 10

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

J. Derek Lewis & Associates's CGCP Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.9% in Q2 2026, buying an estimated $276K and bringing the position to 672,597 shares worth $15M. The position accounts for 2.83% of the portfolio, ranked #12.

J. Derek Lewis & Associates first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • J. Derek Lewis & Associates held 672,597 shares of Capital Group Core Plus Income ETF worth $15M as of Q2 2026.
  • J. Derek Lewis & Associates bought 12,345 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $276K.
  • Capital Group Core Plus Income ETF made up 2.83% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #12 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.