LPL Financial’s Capital Group Core Plus Income ETF CGCP Stock Holding History

LPL Financial’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	$746M	Buy	33,461,676 +3,757,543	+13%	+$84.1M	0.17%	123
2026 Q1	$664M	Buy	29,704,133 +5,981,448	+25%	+$135M	0.18%	123
2025 Q4	$537M	Buy	23,722,685 +4,757,976	+25%	+$108M	0.15%	142
2025 Q3	$431M	Buy	18,964,709 +4,223,415	+29%	+$95.4M	0.13%	156
2025 Q2	$332M	Buy	14,741,294 +2,336,073	+19%	+$51.9M	0.11%	170
2025 Q1	$278M	Buy	12,405,221 +3,884,005	+46%	+$86.9M	0.11%	179
2024 Q4	$189M	Buy	8,521,216 +3,030,805	+55%	+$68.4M	0.08%	228
2024 Q3	$127M	Buy	5,490,411 +2,249,990	+69%	+$51.4M	0.06%	302
2024 Q2	$72M	Buy	3,240,421 +590,788	+22%	+$13.1M	0.04%	447
2024 Q1	$59.5M	Buy	2,649,633 +698,962	+36%	+$15.7M	0.03%	487
2023 Q4	$44.3M	Buy	1,950,671 +616,740	+46%	+$13.5M	0.03%	544
2023 Q3	$28.7M	Buy	1,333,931 +404,005	+43%	+$8.9M	0.02%	653
2023 Q2	$20.7M	Buy	929,926 +249,225	+37%	+$5.63M	0.01%	777
2023 Q1	$15.5M	Buy	680,701 +163,899	+32%	+$3.71M	0.01%	871
2022 Q4	$11.5M	Buy	516,802 +298,743	+137%	+$6.63M	0.01%	952
2022 Q3	$4.77M	Buy	218,059 +103,622	+91%	+$2.41M	﹤0.01%	1410
2022 Q2	$2.66M	Buy	+114,437	New	+$2.75M	﹤0.01%	1807

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

LPL Financial's CGCP Position: Q2 2026 in Review

LPL Financial increased its Capital Group Core Plus Income ETF (CGCP) stake by 13% in Q2 2026, buying an estimated $84.1M and bringing the position to 33,461,676 shares worth $746M. The position accounts for 0.17% of the portfolio, ranked #123.

LPL Financial 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.

LPL Financial held 33,461,676 shares of Capital Group Core Plus Income ETF worth $746M as of Q2 2026.
LPL Financial bought 3,757,543 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $84.1M.
Capital Group Core Plus Income ETF made up 0.17% of LPL Financial's portfolio in Q2 2026, its #123 holding.
LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.