Level Four Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.84M Buy
172,153
+9,456
+6% +$212K 0.11% 209
2026
Q1
$3.63M Sell
162,697
-2,332
-1% -$52.8K 0.12% 203
2025
Q4
$3.74M Sell
165,029
-7,293
-4% -$166K 0.12% 206
2025
Q3
$3.92M Buy
172,322
+5,768
+3% +$130K 0.13% 200
2025
Q2
$3.75M Buy
166,554
+30,607
+23% +$680K 0.14% 194
2025
Q1
$3.05M Buy
135,947
+5,899
+5% +$132K 0.13% 202
2024
Q4
$2.89M Buy
130,048
+20,078
+18% +$453K 0.12% 199
2024
Q3
$2.47M Buy
109,970
+96,242
+701% +$2.2M 0.1% 214
2024
Q2
$305K Buy
+13,728
New +$305K 0.01% 606

Other funds holding CGCP

Level Four Advisory Services's CGCP Position: Q2 2026 in Review

Level Four Advisory Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 5.8% in Q2 2026, buying an estimated $212K and bringing the position to 172,153 shares worth $3.84M. The position accounts for 0.11% of the portfolio, ranked #209.

Level Four Advisory Services first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.92M in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Level Four Advisory Services held 172,153 shares of Capital Group Core Plus Income ETF worth $3.84M as of Q2 2026.
  • Level Four Advisory Services bought 9,456 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $212K.
  • Capital Group Core Plus Income ETF made up 0.11% of Level Four Advisory Services's portfolio in Q2 2026, its #209 holding.
  • Level Four Advisory Services first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Level Four Advisory Services's Capital Group Core Plus Income ETF position peaked at $3.92M in Q3 2025.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.