Janney Montgomery Scott
CGCP icon

Janney Montgomery Scott’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Janney Montgomery Scott’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 		$118M Buy
5,312,377
+396,556
+8% +$8.87M 0.23% 95
2026
Q1 		$110M Buy
4,915,821
+520,461
+12% +$11.8M 0.27% 82
2025
Q4 		$99.5M Buy
4,395,360
+793,942
+22% +$18.1M 0.23% 99
2025
Q3 		$81.8M Buy
3,601,418
+730,232
+25% +$16.5M 0.19% 111
2025
Q2 		$64.6M Buy
2,871,186
+207,858
+8% +$4.62M 0.17% 125
2025
Q1 		$59.8M Buy
2,663,328
+248,308
+10% +$5.55M 0.17% 128
2024
Q4 		$53.6M Buy
2,415,020
+444,281
+23% +$10M 0.15% 140
2024
Q3 		$45.6M Buy
1,970,739
+403,185
+26% +$9.21M 0.13% 165
2024
Q2 		$34.8M Buy
1,567,554
+220,931
+16% +$4.9M 0.11% 190
2024
Q1 		$30.2M Buy
1,346,623
+158,615
+13% +$3.57M 0.09% 228
2023
Q4 		$27M Buy
1,188,008
+227,227
+24% +$4.96M 0.09% 228
2023
Q3 		$20.7M Buy
960,781
+137,864
+17% +$3.04M 0.08% 247
2023
Q2 		$18.3M Buy
822,917
+248,077
+43% +$5.61M 0.06% 288
2023
Q1 		$13.1M Buy
574,840
+69,098
+14% +$1.56M 0.05% 333
2022
Q4 		$11.3M Buy
505,742
+86,581
+21% +$1.92M 0.04% 392
2022
Q3 		$9.17M Buy
419,161
+33,985
+9% +$790K 0.04% 411
2022
Q2 		$8.9M Buy
+385,176
New +$9.24M 0.04% 391

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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott's CGCP Position: Q2 2026 in Review

Janney Montgomery Scott increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.1% in Q2 2026, buying an estimated $8.87M and bringing the position to 5,312,377 shares worth $118M. The position accounts for 0.23% of the portfolio, ranked #95.

Janney Montgomery Scott first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Janney Montgomery Scott held 5,312,377 shares of Capital Group Core Plus Income ETF worth $118M as of Q2 2026.
  • Janney Montgomery Scott bought 396,556 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $8.87M.
  • Capital Group Core Plus Income ETF made up 0.23% of Janney Montgomery Scott's portfolio in Q2 2026, its #95 holding.
  • Janney Montgomery Scott first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.