Main Line Retirement Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Main Line Retirement Advisors’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	$19.2M	Buy	859,472 +23,743	+3%	+$531K	8.78%	4
2026 Q1	$18.7M	Buy	835,729 +475	+0.1%	+$10.8K	9.32%	4
2025 Q4	$18.9M	Sell	835,254 -6,214	-0.7%	-$141K	9.57%	4
2025 Q3	$19.1M	Buy	841,468 +41,745	+5%	+$943K	9.81%	5
2025 Q2	$18M	Sell	799,723 -16,526	-2%	-$367K	10.25%	3
2025 Q1	$18.3M	Buy	816,249 +20,609	+3%	+$461K	11.9%	1
2024 Q4	$17.7M	Sell	795,640 -66,289	-8%	-$1.5M	11.64%	1
2024 Q3	$19.9M	Buy	861,929 +43,711	+5%	+$998K	13.66%	1
2024 Q2	$18.2M	Buy	818,218 +30,153	+4%	+$669K	13.91%	1
2024 Q1	$17.7M	Buy	788,065 +83,405	+12%	+$1.88M	13.91%	1
2023 Q4	$16M	Buy	+704,660	New	+$15.4M	13.89%	1
2023 Q2	$14.2M	Buy	+637,894	New	+$14.4M	13.35%	1

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

Main Line Retirement Advisors's CGCP Position: Q2 2026 in Review

Main Line Retirement Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 2.8% in Q2 2026, buying an estimated $531K and bringing the position to 859,472 shares worth $19.2M. The position accounts for 8.78% of the portfolio, ranked #4.

Main Line Retirement Advisors first reported a position in CGCP in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.9M in Q3 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Main Line Retirement Advisors held 859,472 shares of Capital Group Core Plus Income ETF worth $19.2M as of Q2 2026.
Main Line Retirement Advisors bought 23,743 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $531K.
Capital Group Core Plus Income ETF made up 8.78% of Main Line Retirement Advisors's portfolio in Q2 2026, its #4 holding.
Main Line Retirement Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 12 quarters since.
Main Line Retirement Advisors's Capital Group Core Plus Income ETF position peaked at $19.9M in Q3 2024.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.