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

Midwest Financial Network’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	$3.32M	Sell	148,737 -34,250	-19%	-$766K	2.26%	11
2026 Q1	$4.09M	Sell	182,987 -12,237	-6%	-$277K	3.25%	7
2025 Q4	$4.42M	Buy	195,224 +9,450	+5%	+$215K	3.41%	8
2025 Q3	$4.22M	Sell	185,774 -20,733	-10%	-$469K	3.43%	5
2025 Q2	$4.65M	Sell	206,507 -1,302	-0.6%	-$28.9K	4.61%	3
2025 Q1	$4.67M	Buy	207,809 +5,101	+3%	+$114K	4.66%	2
2024 Q4	$4.5M	Buy	+202,708	New	+$4.57M	4.68%	2

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

Midwest Financial Network's CGCP Position: Q2 2026 in Review

Midwest Financial Network reduced its Capital Group Core Plus Income ETF (CGCP) stake by 19% in Q2 2026, selling an estimated $766K and leaving 148,737 shares worth $3.32M. The position accounts for 2.26% of the portfolio, ranked #11.

Midwest Financial Network first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.67M in Q1 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Midwest Financial Network held 148,737 shares of Capital Group Core Plus Income ETF worth $3.32M as of Q2 2026.
Midwest Financial Network sold 34,250 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $766K.
Capital Group Core Plus Income ETF made up 2.26% of Midwest Financial Network's portfolio in Q2 2026, its #11 holding.
Midwest Financial Network first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's Capital Group Core Plus Income ETF position peaked at $4.67M in Q1 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.