JBA
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Johnson Bixby & Associates’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Johnson Bixby & 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 		$14.2M Sell
638,143
-137,478
-18% -$3.08M 1.59% 17
2026
Q1 		$17.3M Sell
775,621
-107,805
-12% -$2.44M 2.15% 15
2025
Q4 		$20M Sell
883,426
-4,928,476
-85% -$112M 2.48% 13
2025
Q3 		$132M Buy
5,811,902
+180,227
+3% +$4.07M 16.92% 1
2025
Q2 		$127M Buy
5,631,675
+94,691
+2% +$2.1M 17.4% 1
2025
Q1 		$124M Buy
5,536,984
+1,134,805
+26% +$25.4M 18.59% 1
2024
Q4 		$97.7M Buy
4,402,179
+337,128
+8% +$7.61M 14.91% 2
2024
Q3 		$94M Buy
4,065,051
+388,649
+11% +$8.88M 14.32% 2
2024
Q2 		$81.7M Buy
3,676,402
+351,363
+11% +$7.8M 13.68% 2
2024
Q1 		$74.7M Buy
3,325,039
+404,967
+14% +$9.11M 12.98% 2
2023
Q4 		$66.3M Buy
2,920,072
+258,491
+10% +$5.64M 12.51% 2
2023
Q3 		$57.2M Buy
2,661,581
+1,173,889
+79% +$25.9M 11.93% 2
2023
Q2 		$33.1M Buy
1,487,692
+156,348
+12% +$3.53M 6.87% 3
2023
Q1 		$30.3M Buy
1,331,344
+438,522
+49% +$9.92M 6.7% 3
2022
Q4 		$19.9M Sell
892,822
-40,524
-4% -$899K 4.63% 8
2022
Q3 		$20.4M Buy
933,346
+54,756
+6% +$1.27M 5.12% 6
2022
Q2 		$20.4M Buy
+878,590
New +$21.1M 4.99% 6

Other funds holding CGCP

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Johnson Bixby & Associates's CGCP Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Capital Group Core Plus Income ETF (CGCP) stake by 18% in Q2 2026, selling an estimated $3.08M and leaving 638,143 shares worth $14.2M. The position accounts for 1.59% of the portfolio, ranked #17.

Johnson Bixby & Associates first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. The position peaked at $132M in Q3 2025. 50 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Johnson Bixby & Associates held 638,143 shares of Capital Group Core Plus Income ETF worth $14.2M as of Q2 2026.
  • Johnson Bixby & Associates sold 137,478 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $3.08M.
  • Capital Group Core Plus Income ETF made up 1.59% of Johnson Bixby & Associates's portfolio in Q2 2026, its #17 holding.
  • Johnson Bixby & Associates first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Johnson Bixby & Associates's Capital Group Core Plus Income ETF position peaked at $132M in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.