Parsonex Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Parsonex Advisory Services’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 Q1	–	Sell	-64,037	Closed	-$1.45M	–	65
2025 Q4	$1.45M	Buy	64,037 +20,778	+48%	+$473K	0.92%	32
2025 Q3	$983K	Sell	43,259 -527	-1%	-$11.9K	0.67%	38
2025 Q2	$985K	Buy	+43,786	New	+$973K	0.82%	37

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Parsonex Advisory Services's CGCP Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 64,037 shares — an estimated $1.45M sold.

Parsonex Advisory Services first reported a position in CGCP in Q2 2025 and held it in 3 quarters. The position peaked at $1.45M in Q4 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Parsonex Advisory Services reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
Parsonex Advisory Services sold 64,037 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $1.45M.
Parsonex Advisory Services first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and held it in 3 quarters.
Parsonex Advisory Services's Capital Group Core Plus Income ETF position peaked at $1.45M in Q4 2025.
311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.