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Merited Wealth’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Merited Wealth’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 		$651K Sell
29,227
-37,650
-56% -$842K 0.46% 39
2026
Q1 		$1.49M Buy
66,877
+1,277
+2% +$28.9K 1.24% 27
2025
Q4 		$1.49M Buy
+65,600
New +$1.49M 1.38% 24

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Merited Wealth's CGCP Position: Q2 2026 in Review

Merited Wealth reduced its Capital Group Core Plus Income ETF (CGCP) stake by 56% in Q2 2026, selling an estimated $842K and leaving 29,227 shares worth $651K. The position accounts for 0.46% of the portfolio, ranked #39.

Merited Wealth first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 323 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Merited Wealth held 29,227 shares of Capital Group Core Plus Income ETF worth $651K as of Q2 2026.
  • Merited Wealth sold 37,650 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $842K.
  • Capital Group Core Plus Income ETF made up 0.46% of Merited Wealth's portfolio in Q2 2026, its #39 holding.
  • Merited Wealth first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Merited Wealth's Capital Group Core Plus Income ETF position peaked at $1.49M in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.