J.W. Cole Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

J.W. Cole 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	$231K	Buy	+10,370	New	+$232K	﹤0.01%	1429
2026 Q1	–	Sell	-14,454	Closed	-$297K	–	864
2025 Q4	$297K	Buy	14,454 +92	+0.6%	+$2.09K	0.01%	1107
2025 Q3	$326K	Buy	14,362 +107	+0.8%	+$2.42K	0.01%	1180
2025 Q2	$321K	Buy	14,255 +3,241	+29%	+$72K	0.01%	1114
2025 Q1	$247K	Buy	+11,014	New	+$246K	0.01%	1055

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

J.W. Cole Advisors's CGCP Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 10,370 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CGCP as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CGCP in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

J.W. Cole Advisors held 10,370 shares of Capital Group Core Plus Income ETF worth $231K as of Q2 2026.
Capital Group Core Plus Income ETF was a new J.W. Cole Advisors position in Q2 2026.
Capital Group Core Plus Income ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1429 holding.
J.W. Cole Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 5 quarters since.
J.W. Cole Advisors's Capital Group Core Plus Income ETF position peaked at $326K in Q3 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.