Koshinski Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Koshinski Asset 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	$1.13M	Buy	50,812 +1,741	+4%	+$38.9K	0.06%	272
2026 Q1	$1.1M	Buy	49,071 +4,146	+9%	+$93.9K	0.07%	261
2025 Q4	$1.02M	Buy	44,925 +8,536	+23%	+$194K	0.07%	274
2025 Q3	$827K	Buy	36,389 +3,702	+11%	+$83.7K	0.06%	310
2025 Q2	$735K	Buy	32,687 +4,860	+17%	+$108K	0.06%	324
2025 Q1	$625K	Buy	27,827 +10,053	+57%	+$225K	0.05%	332
2024 Q4	$395K	Buy	17,774 +2,951	+20%	+$66.6K	0.03%	428
2024 Q3	$343K	Buy	14,823 +962	+7%	+$22K	0.03%	460
2024 Q2	$310K	Buy	+13,861	New	+$308K	0.03%	453

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

Koshinski Asset Management's CGCP Position: Q2 2026 in Review

Koshinski Asset Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.5% in Q2 2026, buying an estimated $38.9K and bringing the position to 50,812 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #272.

Koshinski Asset Management first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Koshinski Asset Management held 50,812 shares of Capital Group Core Plus Income ETF worth $1.13M as of Q2 2026.
Koshinski Asset Management bought 1,741 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $38.9K.
Capital Group Core Plus Income ETF made up 0.06% of Koshinski Asset Management's portfolio in Q2 2026, its #272 holding.
Koshinski Asset Management first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.