MFN
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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

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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. 98 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.
  • 98 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.