Jeff Yass’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Jeff Yass’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	$5.65M	Sell	253,358 -7,800	-3%	-$174K	﹤0.01%	4372
2026 Q1	$5.83M	Buy	+261,158	New	+$5.91M	﹤0.01%	3970
2025 Q4	–	Sell	-928,603	Closed	-$21.1M	–	12453
2025 Q3	$21.1M	Buy	+928,603	New	+$21M	﹤0.01%	2148
2025 Q1	–	Sell	-97,542	Closed	-$2.17M	–	12555
2024 Q4	$2.17M	Buy	+97,542	New	+$2.2M	﹤0.01%	5138
2024 Q2	–	Sell	-31,617	Closed	-$710K	–	12120
2024 Q1	$710K	Buy	+31,617	New	+$711K	﹤0.01%	7670
2023 Q2	–	Sell	-30,777	Closed	-$701K	–	12153
2023 Q1	$701K	Buy	+30,777	New	+$696K	﹤0.01%	7721

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

Jeff Yass's CGCP Position: Q2 2026 in Review

Jeff Yass reduced its Capital Group Core Plus Income ETF (CGCP) stake by 3% in Q2 2026, selling an estimated $174K and leaving 253,358 shares worth $5.65M. The position accounts for ﹤0.01% of the portfolio, ranked #4372.

Jeff Yass first reported a position in CGCP in Q1 2023 and has held it in 6 quarters since. The position peaked at $21.1M in Q3 2025. 323 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Jeff Yass held 253,358 shares of Capital Group Core Plus Income ETF worth $5.65M as of Q2 2026.
Jeff Yass sold 7,800 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $174K.
Capital Group Core Plus Income ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4372 holding.
Jeff Yass first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 6 quarters since.
Jeff Yass's Capital Group Core Plus Income ETF position peaked at $21.1M in Q3 2025.
323 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.