Morgan Stanley’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Morgan Stanley’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	$501M	Buy	22,479,871 +1,985,008	+10%	+$44.4M	0.03%	572
2026 Q1	$458M	Buy	20,494,863 +2,108,216	+11%	+$47.7M	0.03%	571
2025 Q4	$416M	Buy	18,386,647 +2,287,585	+14%	+$52.1M	0.02%	599
2025 Q3	$366M	Buy	16,099,062 +1,687,881	+12%	+$38.1M	0.02%	642
2025 Q2	$324M	Buy	14,411,181 +618,878	+4%	+$13.8M	0.02%	651
2025 Q1	$310M	Buy	13,792,303 +2,946,147	+27%	+$65.9M	0.02%	652
2024 Q4	$241M	Buy	10,846,156 +3,270,404	+43%	+$73.8M	0.02%	753
2024 Q3	$175M	Buy	7,575,752 +3,753,383	+98%	+$85.7M	0.01%	902
2024 Q2	$84.9M	Buy	3,822,369 +3,723,663	+3,772%	+$82.6M	0.01%	1299
2024 Q1	$2.22M	Buy	98,706 +98,280	+23,070%	+$2.21M	﹤0.01%	4508
2023 Q4	$9.67K	Buy	426 +1	+0.2%	+$22	﹤0.01%	6669
2023 Q3	$9.14K	Hold	425	–	–	﹤0.01%	6759
2023 Q2	$9.46K	Buy	425 +59	+16%	+$1.33K	﹤0.01%	6833
2023 Q1	$8.34K	Buy	+366	New	+$8.28K	﹤0.01%	6931
2022 Q4	–	Sell	-238	Closed	-$5K	–	7901
2022 Q3	$5K	Buy	+238	New	+$5.53K	﹤0.01%	7243

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

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Morgan Stanley's CGCP Position: Q2 2026 in Review

Morgan Stanley increased its Capital Group Core Plus Income ETF (CGCP) stake by 9.7% in Q2 2026, buying an estimated $44.4M and bringing the position to 22,479,871 shares worth $501M. The position accounts for 0.03% of the portfolio, ranked #572.

Morgan Stanley first reported a position in CGCP in Q3 2022 and has held it in 15 quarters since. 323 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Morgan Stanley held 22,479,871 shares of Capital Group Core Plus Income ETF worth $501M as of Q2 2026.
Morgan Stanley bought 1,985,008 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $44.4M.
Capital Group Core Plus Income ETF made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #572 holding.
Morgan Stanley first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 15 quarters since.
323 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.