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

January Capital 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 Q1	$13.3M	Buy	+594,252	New	+$13.5M	17.9%	1

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

January Capital Advisors's CGCP Position: Q1 2026 in Review

January Capital Advisors opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q1 2026: 594,252 shares worth $13.3M. The stake represents 17.9% of the portfolio and ranks #1 among its holdings.

311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

January Capital Advisors held 594,252 shares of Capital Group Core Plus Income ETF worth $13.3M as of Q1 2026.
Capital Group Core Plus Income ETF was a new January Capital Advisors position in Q1 2026.
Capital Group Core Plus Income ETF made up 17.9% of January Capital Advisors's portfolio in Q1 2026, its #1 holding.
311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.