Olistico Wealth’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Olistico Wealth’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	$177K	Buy	7,959 +63	+0.8%	+$1.41K	0.08%	106
2026 Q1	$176K	Buy	7,896 +1,092	+16%	+$24.7K	0.09%	103
2025 Q4	$154K	Buy	+6,804	New	+$155K	0.08%	104
2025 Q3	–	Sell	-6,440	Closed	-$145K	–	131
2025 Q2	$145K	Buy	6,440 +1,094	+20%	+$24.3K	0.08%	111
2025 Q1	$120K	Buy	5,346 +1,045	+24%	+$23.4K	0.07%	116
2024 Q4	$95.5K	Sell	4,301 -237	-5%	-$5.35K	0.06%	129
2024 Q3	$105K	Buy	4,538 +2,607	+135%	+$59.5K	0.06%	128
2024 Q2	$42.9K	Buy	+1,931	New	+$42.9K	0.03%	172

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

Olistico Wealth's CGCP Position: Q2 2026 in Review

Olistico Wealth increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.8% in Q2 2026, buying an estimated $1.41K and bringing the position to 7,959 shares worth $177K. The position accounts for 0.08% of the portfolio, ranked #106.

Olistico Wealth first reported a position in CGCP in Q2 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Olistico Wealth held 7,959 shares of Capital Group Core Plus Income ETF worth $177K as of Q2 2026.
Olistico Wealth bought 63 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.41K.
Capital Group Core Plus Income ETF made up 0.08% of Olistico Wealth's portfolio in Q2 2026, its #106 holding.
Olistico Wealth first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 8 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.