Marshall & Sterling Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Marshall & Sterling Wealth 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	$339	Buy	15 +6	+67%	+$134	﹤0.01%	327
2026 Q1	$203	Buy	+9	New	+$204	﹤0.01%	335
2025 Q4	–	Sell	-4,211	Closed	-$95.7K	–	391
2025 Q3	$95.7K	Buy	4,211 +1,937	+85%	+$43.8K	0.06%	123
2025 Q2	$51.2K	Buy	2,274 +343	+18%	+$7.62K	0.03%	156
2025 Q1	$43.4K	Buy	+1,931	New	+$43.2K	0.03%	171

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

Marshall & Sterling Wealth Advisors's CGCP Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 67% in Q2 2026, buying an estimated $134 and bringing the position to 15 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Marshall & Sterling Wealth Advisors first reported a position in CGCP in Q1 2025 and has held it in 5 quarters since. The position peaked at $95.7K in Q3 2025. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Marshall & Sterling Wealth Advisors held 15 shares of Capital Group Core Plus Income ETF worth $339 as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 6 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $134.
Capital Group Core Plus Income ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #327 holding.
Marshall & Sterling Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 5 quarters since.
Marshall & Sterling Wealth Advisors's Capital Group Core Plus Income ETF position peaked at $95.7K in Q3 2025.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.