Kestra Private Wealth Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Kestra Private Wealth Services’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	$2.47M	Buy	110,892 +25,668	+30%	+$574K	0.03%	529
2026 Q1	$1.9M	Buy	85,224 +25,155	+42%	+$570K	0.02%	572
2025 Q4	$1.36M	Buy	60,069 +6,892	+13%	+$157K	0.02%	675
2025 Q3	$1.21M	Sell	53,177 -27,637	-34%	-$625K	0.02%	700
2025 Q2	$1.82M	Sell	80,814 -74,215	-48%	-$1.65M	0.03%	524
2025 Q1	$3.48M	Sell	155,029 -51,479	-25%	-$1.15M	0.06%	331
2024 Q4	$4.58M	Buy	206,508 +76,809	+59%	+$1.73M	0.08%	261
2024 Q3	$3M	Buy	129,699 +21,381	+20%	+$488K	0.06%	326
2024 Q2	$2.41M	Buy	108,318 +93,962	+655%	+$2.09M	0.05%	350
2024 Q1	$322K	Buy	+14,356	New	+$323K	0.01%	984

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 22.9% 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

Kestra Private Wealth Services's CGCP Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 30% in Q2 2026, buying an estimated $574K and bringing the position to 110,892 shares worth $2.47M. The position accounts for 0.03% of the portfolio, ranked #529.

Kestra Private Wealth Services first reported a position in CGCP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.58M in Q4 2024. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Kestra Private Wealth Services held 110,892 shares of Capital Group Core Plus Income ETF worth $2.47M as of Q2 2026.
Kestra Private Wealth Services bought 25,668 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $574K.
Capital Group Core Plus Income ETF made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #529 holding.
Kestra Private Wealth Services first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's Capital Group Core Plus Income ETF position peaked at $4.58M in Q4 2024.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.