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Michael Brady & Co’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Michael Brady & Co’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 		$1.57M Buy
70,228
+48,141
+218% +$1.08M 1.38% 10
2026
Q1 		$493K Buy
22,087
+10,577
+92% +$240K 0.5% 27
2025
Q4 		$261K Buy
+11,510
New +$262K 0.26% 46

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

Michael Brady & Co's CGCP Position: Q2 2026 in Review

Michael Brady & Co increased its Capital Group Core Plus Income ETF (CGCP) stake by 218% in Q2 2026, buying an estimated $1.08M and bringing the position to 70,228 shares worth $1.57M. The position accounts for 1.38% of the portfolio, ranked #10.

Michael Brady & Co first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Michael Brady & Co held 70,228 shares of Capital Group Core Plus Income ETF worth $1.57M as of Q2 2026.
  • Michael Brady & Co bought 48,141 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.08M.
  • Capital Group Core Plus Income ETF made up 1.38% of Michael Brady & Co's portfolio in Q2 2026, its #10 holding.
  • Michael Brady & Co first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.