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

Magnus Financial Group’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	$2.33M	Buy	104,739 +5,472	+6%	+$122K	0.17%	97
2026 Q1	$2.22M	Buy	99,267 +17,689	+22%	+$401K	0.18%	94
2025 Q4	$1.85M	Buy	81,578 +2,185	+3%	+$49.7K	0.14%	120
2025 Q3	$1.8M	Buy	79,393 +5,203	+7%	+$118K	0.14%	120
2025 Q2	$1.67M	Buy	74,190 +6,759	+10%	+$150K	0.15%	113
2025 Q1	$1.51M	Buy	67,431 +3,702	+6%	+$82.8K	0.15%	115
2024 Q4	$1.41M	Buy	63,729 +5,441	+9%	+$123K	0.14%	120
2024 Q3	$1.35M	Buy	+58,288	New	+$1.33M	0.14%	114

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

Magnus Financial Group's CGCP Position: Q2 2026 in Review

Magnus Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 5.5% in Q2 2026, buying an estimated $122K and bringing the position to 104,739 shares worth $2.33M. The position accounts for 0.17% of the portfolio, ranked #97.

Magnus Financial Group first reported a position in CGCP in Q3 2024 and has held it in 8 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Magnus Financial Group held 104,739 shares of Capital Group Core Plus Income ETF worth $2.33M as of Q2 2026.
Magnus Financial Group bought 5,472 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $122K.
Capital Group Core Plus Income ETF made up 0.17% of Magnus Financial Group's portfolio in Q2 2026, its #97 holding.
Magnus Financial Group first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 8 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.