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

NewEdge 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	$10.8M	Buy	485,321 +85,153	+21%	+$1.9M	0.03%	485
2026 Q1	$8.94M	Buy	400,168 +40,468	+11%	+$916K	0.03%	481
2025 Q4	$8.14M	Buy	359,700 +116,545	+48%	+$2.65M	0.03%	502
2025 Q3	$5.52M	Buy	243,155 +65,272	+37%	+$1.47M	0.03%	585
2025 Q2	$4M	Buy	177,883 +78,553	+79%	+$1.75M	0.02%	650
2025 Q1	$2.23M	Buy	99,330 +14,123	+17%	+$316K	0.01%	807
2024 Q4	$1.89M	Buy	85,207 +80,301	+1,637%	+$1.81M	0.01%	849
2024 Q3	$113K	Buy	4,906 +2,008	+69%	+$45.9K	﹤0.01%	2151
2024 Q2	$64.4K	Buy	2,898 +2,279	+368%	+$50.6K	﹤0.01%	2263
2024 Q1	$13.9K	Buy	619 +8	+1%	+$180	﹤0.01%	2756
2023 Q4	$13.9K	Buy	+611	New	+$13.3K	﹤0.01%	2718
2023 Q1	–	Sell	-4,733	Closed	-$105K	–	3530
2022 Q4	$105K	Buy	+4,733	New	+$105K	﹤0.01%	1420

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

NewEdge Advisors's CGCP Position: Q2 2026 in Review

NewEdge Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 21% in Q2 2026, buying an estimated $1.9M and bringing the position to 485,321 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #485.

NewEdge Advisors first reported a position in CGCP in Q4 2022 and has held it in 12 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

NewEdge Advisors held 485,321 shares of Capital Group Core Plus Income ETF worth $10.8M as of Q2 2026.
NewEdge Advisors bought 85,153 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.9M.
Capital Group Core Plus Income ETF made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #485 holding.
NewEdge Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 12 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.