KMG Fiduciary Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

KMG Fiduciary Partners’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	$1.73M	Sell	77,827 -55	-0.1%	-$1.23K	0.16%	96
2026 Q1	$1.74M	Buy	77,882 +3,134	+4%	+$71K	0.13%	140
2025 Q4	$1.69M	Buy	74,748 +4,777	+7%	+$109K	0.12%	142
2025 Q3	$1.59M	Sell	69,971 -3,051	-4%	-$68.9K	0.11%	161
2025 Q2	$1.64M	Buy	73,022 +3,629	+5%	+$80.7K	0.12%	153
2025 Q1	$1.56M	Sell	69,393 -4,118	-6%	-$92.1K	0.13%	153
2024 Q4	$1.63M	Buy	73,511 +7,495	+11%	+$169K	0.14%	141
2024 Q3	$1.53M	Buy	+66,016	New	+$1.51M	0.13%	147

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

KMG Fiduciary Partners's CGCP Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 0.07% in Q2 2026, selling an estimated $1.23K and leaving 77,827 shares worth $1.73M. The position accounts for 0.16% of the portfolio, ranked #96.

KMG Fiduciary Partners first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q1 2026. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

KMG Fiduciary Partners held 77,827 shares of Capital Group Core Plus Income ETF worth $1.73M as of Q2 2026.
KMG Fiduciary Partners sold 55 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.23K.
Capital Group Core Plus Income ETF made up 0.16% of KMG Fiduciary Partners's portfolio in Q2 2026, its #96 holding.
KMG Fiduciary Partners first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
KMG Fiduciary Partners's Capital Group Core Plus Income ETF position peaked at $1.74M in Q1 2026.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.