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 Q2	$12.2M	Buy	547,062 +34,995	+7%	+$783K	0.23%	74
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 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

Mutual Advisors's CGCP Position: Q2 2026 in Review

Mutual Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.8% in Q2 2026, buying an estimated $783K and bringing the position to 547,062 shares worth $12.2M. The position accounts for 0.23% of the portfolio, ranked #74.

Mutual Advisors first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Mutual Advisors held 547,062 shares of Capital Group Core Plus Income ETF worth $12.2M as of Q2 2026.
Mutual Advisors bought 34,995 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $783K.
Capital Group Core Plus Income ETF made up 0.23% of Mutual Advisors's portfolio in Q2 2026, its #74 holding.
Mutual Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.