MML Investors Services
CGCP icon

MML Investors Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

MML Investors Services’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 		$69.6M Buy
3,124,075
+691,916
+28% +$15.5M 0.14% 142
2026
Q1 		$54.3M Sell
2,432,159
-191,380
-7% -$4.33M 0.15% 133
2025
Q4 		$59.4M Buy
2,623,539
+185,250
+8% +$4.22M 0.14% 142
2025
Q3 		$55.4M Buy
2,438,289
+120,035
+5% +$2.71M 0.15% 138
2025
Q2 		$52.2M Buy
2,318,254
+144,054
+7% +$3.2M 0.15% 142
2025
Q1 		$48.8M Sell
2,174,200
-65,106
-3% -$1.46M 0.16% 138
2024
Q4 		$49.7M Buy
2,239,306
+205,268
+10% +$4.63M 0.17% 124
2024
Q3 		$47M Buy
2,034,038
+198,970
+11% +$4.54M 0.17% 132
2024
Q2 		$40.8M Buy
1,835,068
+230,201
+14% +$5.11M 0.16% 136
2024
Q1 		$36M Buy
1,604,867
+269,951
+20% +$6.07M 0.15% 157
2023
Q4 		$30.3M Buy
1,334,916
+44,134
+3% +$963K 0.14% 167
2023
Q3 		$27.8M Buy
1,290,782
+26,769
+2% +$590K 0.15% 146
2023
Q2 		$28.1M Buy
1,264,013
+161,755
+15% +$3.65M 0.16% 141
2023
Q1 		$25.1M Sell
1,102,258
-195,399
-15% -$4.42M 0.18% 124
2022
Q4 		$28.9M Buy
1,297,657
+78,933
+6% +$1.75M 0.19% 123
2022
Q3 		$26.7M Buy
1,218,724
+61,318
+5% +$1.42M 0.2% 101
2022
Q2 		$26.9M Buy
1,157,406
+127,612
+12% +$3.06M 0.2% 104
2022
Q1 		$26M Buy
+1,029,794
New +$26.1M 0.18% 112

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

MML Investors Services's CGCP Position: Q2 2026 in Review

MML Investors Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 28% in Q2 2026, buying an estimated $15.5M and bringing the position to 3,124,075 shares worth $69.6M. The position accounts for 0.14% of the portfolio, ranked #142.

MML Investors Services first reported a position in CGCP in Q1 2022 and has held it in 18 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • MML Investors Services held 3,124,075 shares of Capital Group Core Plus Income ETF worth $69.6M as of Q2 2026.
  • MML Investors Services bought 691,916 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $15.5M.
  • Capital Group Core Plus Income ETF made up 0.14% of MML Investors Services's portfolio in Q2 2026, its #142 holding.
  • MML Investors Services first reported a position in Capital Group Core Plus Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.