Landmark Wealth Management (New York)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Landmark Wealth Management (New York)’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	$8.2M	Buy	368,062 +29,636	+9%	+$663K	1.96%	14
2026 Q1	$7.56M	Buy	338,426 +73,027	+28%	+$1.65M	2.02%	14
2025 Q4	$6.01M	Buy	265,399 +16,757	+7%	+$381K	2.3%	15
2025 Q3	$5.65M	Buy	248,642 +11,755	+5%	+$266K	2.24%	15
2025 Q2	$5.33M	Sell	236,887 -4,104	-2%	-$91.2K	2.27%	15
2025 Q1	$5.41M	Sell	240,991 -3,924	-2%	-$87.8K	2.39%	14
2024 Q4	$5.44M	Buy	244,915 +10,198	+4%	+$230K	2.41%	13
2024 Q3	$5.43M	Buy	234,717 +5,987	+3%	+$137K	2.36%	13
2024 Q2	$5.08M	Buy	228,730 +8,872	+4%	+$197K	3.96%	8
2024 Q1	$4.94M	Buy	219,858 +9,409	+4%	+$212K	2.29%	12
2023 Q4	$4.78M	Buy	210,449 +8,334	+4%	+$182K	2.35%	12
2023 Q3	$4.34M	Buy	202,115 +3,293	+2%	+$72.6K	2.47%	11
2023 Q2	$4.43M	Buy	198,822 +4,202	+2%	+$94.9K	3.92%	8
2023 Q1	$4.43M	Buy	194,620 +19,485	+11%	+$441K	2.47%	11
2022 Q4	$3.9M	Sell	175,135 -13,756	-7%	-$305K	2.82%	9
2022 Q3	$4.13M	Buy	188,891 +171,754	+1,002%	+$3.99M	3.13%	10
2022 Q2	$399K	Buy	+17,137	New	+$411K	0.51%	27

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

Landmark Wealth Management (New York)'s CGCP Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.8% in Q2 2026, buying an estimated $663K and bringing the position to 368,062 shares worth $8.2M. The position accounts for 1.96% of the portfolio, ranked #14.

Landmark Wealth Management (New York) first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Landmark Wealth Management (New York) held 368,062 shares of Capital Group Core Plus Income ETF worth $8.2M as of Q2 2026.
Landmark Wealth Management (New York) bought 29,636 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $663K.
Capital Group Core Plus Income ETF made up 1.96% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #14 holding.
Landmark Wealth Management (New York) first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.