Kingsview Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Kingsview Wealth Management’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	$2.19M	Sell	98,291 -11,636	-11%	-$260K	0.03%	537
2026 Q1	$2.46M	Sell	109,927 -13,303	-11%	-$301K	0.03%	472
2025 Q4	$2.79M	Sell	123,230 -45,590	-27%	-$1.04M	0.04%	417
2025 Q3	$3.84M	Sell	168,820 -11,401	-6%	-$258K	0.06%	320
2025 Q2	$4.05M	Buy	180,221 +7,229	+4%	+$161K	0.07%	283
2025 Q1	$3.88M	Sell	172,992 -8,100	-4%	-$181K	0.07%	256
2024 Q4	$4.02M	Buy	181,092 +12,742	+8%	+$288K	0.08%	239
2024 Q3	$3.89M	Buy	168,350 +63,895	+61%	+$1.46M	0.08%	235
2024 Q2	$2.32M	Buy	104,455 +35,064	+51%	+$778K	0.05%	309
2024 Q1	$1.56M	Buy	69,391 +3,513	+5%	+$79K	0.04%	397
2023 Q4	$1.5M	Buy	65,878 +24,249	+58%	+$529K	0.04%	351
2023 Q3	$895K	Sell	41,629 -3,493	-8%	-$77K	0.03%	463
2023 Q2	$1M	Buy	45,122 +26,185	+138%	+$592K	0.04%	407
2023 Q1	$432K	Buy	+18,937	New	+$428K	0.02%	616

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

Kingsview Wealth Management's CGCP Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 11% in Q2 2026, selling an estimated $260K and leaving 98,291 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #537.

Kingsview Wealth Management first reported a position in CGCP in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.05M in Q2 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Kingsview Wealth Management held 98,291 shares of Capital Group Core Plus Income ETF worth $2.19M as of Q2 2026.
Kingsview Wealth Management sold 11,636 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $260K.
Capital Group Core Plus Income ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #537 holding.
Kingsview Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 14 quarters since.
Kingsview Wealth Management's Capital Group Core Plus Income ETF position peaked at $4.05M in Q2 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.