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Mutual Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Mutual Advisors’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
Q1 		$11.4M Buy
512,067
+15,697
+3% +$355K 0.25% 73
2025
Q4 		$11.2M Sell
496,370
-4,562
-0.9% -$104K 0.24% 75
2025
Q3 		$11.5M Buy
500,932
+18,246
+4% +$412K 0.25% 68
2025
Q2 		$10.8M Sell
482,686
-7,692
-2% -$171K 0.27% 58
2025
Q1 		$11M Sell
490,378
-4,660
-0.9% -$104K 0.31% 57
2024
Q4 		$11M Sell
495,038
-2,495
-0.5% -$56.3K 0.32% 52
2024
Q3 		$11.3M Buy
497,533
+53,571
+12% +$1.22M 0.33% 53
2024
Q2 		$10.1M Buy
443,962
+104,083
+31% +$2.31M 0.3% 59
2024
Q1 		$7.63M Buy
339,879
+55,699
+20% +$1.25M 0.24% 83
2023
Q4 		$6.45M Buy
284,180
+48,945
+21% +$1.07M 0.22% 93
2023
Q3 		$5.06M Buy
235,235
+86,865
+59% +$1.91M 0.2% 103
2023
Q2 		$3.3M Sell
148,370
-6,600
-4% -$149K 0.13% 169
2023
Q1 		$3.53M Buy
154,970
+97,300
+169% +$2.2M 0.14% 148
2022
Q4 		$1.28M Buy
57,670
+10,919
+23% +$242K 0.06% 343
2022
Q3 		$1.02M Buy
46,751
+25,231
+117% +$586K 0.05% 360
2022
Q2 		$501K Buy
+21,520
New +$516K 0.03% 536

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mutual Advisors's CGCP Position: Q1 2026 in Review

Mutual Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.2% in Q1 2026, buying an estimated $355K and bringing the position to 512,067 shares worth $11.4M. The position accounts for 0.25% of the portfolio, ranked #73.

Mutual Advisors first reported a position in CGCP in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.5M in Q3 2025. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Mutual Advisors held 512,067 shares of Capital Group Core Plus Income ETF worth $11.4M as of Q1 2026.
  • Mutual Advisors bought 15,697 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $355K.
  • Capital Group Core Plus Income ETF made up 0.25% of Mutual Advisors's portfolio in Q1 2026, its #73 holding.
  • Mutual Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 16 quarters since.
  • Mutual Advisors's Capital Group Core Plus Income ETF position peaked at $11.5M in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.