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

Northwest Financial 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	$32.5M	Buy	+1,459,111	New	+$32.6M	4.33%	10
2025 Q4	–	Sell	-9,248	Closed	-$210K	–	70
2025 Q3	$210K	Buy	9,248 +55	+0.6%	+$1.24K	0.27%	94
2025 Q2	$207K	Sell	9,193 -164	-2%	-$3.65K	0.29%	89
2025 Q1	$210K	Buy	+9,357	New	+$209K	0.17%	111
2024 Q4	–	Sell	-4,725	Closed	-$109K	–	178
2024 Q3	$109K	Buy	+4,725	New	+$108K	0.09%	149
2024 Q1	–	Sell	-2,425	Closed	-$55K	–	154
2023 Q4	$55K	Buy	+2,425	New	+$52.9K	0.05%	199

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

Northwest Financial Advisors's CGCP Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 1,459,111 shares worth $32.5M. The stake represents 4.33% of the portfolio and ranks #10 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in CGCP as recently as Q3 2025.

Northwest Financial Advisors first reported a position in CGCP in Q4 2023 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Northwest Financial Advisors held 1,459,111 shares of Capital Group Core Plus Income ETF worth $32.5M as of Q2 2026.
Capital Group Core Plus Income ETF was a new Northwest Financial Advisors position in Q2 2026.
Capital Group Core Plus Income ETF made up 4.33% of Northwest Financial Advisors's portfolio in Q2 2026, its #10 holding.
Northwest Financial Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 6 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.