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Nations Financial Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Nations Financial Group’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 		$3.81M Buy
170,751
+15,079
+10% +$337K 0.18% 128
2026
Q1 		$3.48M Buy
155,672
+14,315
+10% +$324K 0.18% 135
2025
Q4 		$3.2M Buy
141,357
+6,055
+4% +$138K 0.17% 142
2025
Q3 		$3.07M Buy
135,302
+22
+0% +$497 0.19% 131
2025
Q2 		$3.04M Buy
135,280
+3,118
+2% +$69.3K 0.21% 121
2025
Q1 		$2.97M Buy
132,162
+20,328
+18% +$455K 0.23% 115
2024
Q4 		$2.48M Buy
111,834
+40,648
+57% +$917K 0.18% 142
2024
Q3 		$1.65M Buy
71,186
+3,377
+5% +$77.1K 0.12% 196
2024
Q2 		$1.51M Sell
67,809
-2,155
-3% -$47.8K 0.12% 186
2024
Q1 		$1.57M Buy
69,964
+16,792
+32% +$378K 0.13% 180
2023
Q4 		$1.21M Buy
53,172
+383
+0.7% +$8.36K 0.11% 213
2023
Q3 		$1.13M Buy
52,789
+12,021
+29% +$265K 0.11% 212
2023
Q2 		$908K Sell
40,768
-575
-1% -$13K 0.09% 257
2023
Q1 		$942K Buy
+41,343
New +$935K 0.1% 235

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

Nations Financial Group's CGCP Position: Q2 2026 in Review

Nations Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 9.7% in Q2 2026, buying an estimated $337K and bringing the position to 170,751 shares worth $3.81M. The position accounts for 0.18% of the portfolio, ranked #128.

Nations Financial Group first reported a position in CGCP in Q1 2023 and has held it in 14 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Nations Financial Group held 170,751 shares of Capital Group Core Plus Income ETF worth $3.81M as of Q2 2026.
  • Nations Financial Group bought 15,079 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $337K.
  • Capital Group Core Plus Income ETF made up 0.18% of Nations Financial Group's portfolio in Q2 2026, its #128 holding.
  • Nations Financial Group first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.