&Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

&Partners’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	$107M	Sell	4,779,471 -121,938	-2%	-$2.73M	0.44%	43
2026 Q1	$110M	Buy	4,901,409 +603,684	+14%	+$13.7M	0.54%	28
2025 Q4	$97.4M	Buy	4,297,725 +1,017,548	+31%	+$23.2M	0.51%	28
2025 Q3	$74.5M	Buy	3,280,177 +381,144	+13%	+$8.61M	0.48%	35
2025 Q2	$65.4M	Buy	2,899,033 +2,441,115	+533%	+$54.3M	0.5%	35
2025 Q1	$10.3M	Buy	457,918 +53,636	+13%	+$1.2M	0.11%	184
2024 Q4	$8.97M	Buy	404,282 +153,913	+61%	+$3.47M	0.11%	189
2024 Q3	$5.79M	Buy	250,369 +198,549	+383%	+$4.54M	0.11%	185
2024 Q2	$1.15M	Buy	51,820 +40,495	+358%	+$899K	0.05%	310
2024 Q1	$253K	Buy	+11,325	New	+$255K	0.03%	408

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

&Partners's CGCP Position: Q2 2026 in Review

&Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 2.5% in Q2 2026, selling an estimated $2.73M and leaving 4,779,471 shares worth $107M. The position accounts for 0.44% of the portfolio, ranked #43.

&Partners first reported a position in CGCP in Q1 2024 and has held it in 10 quarters since. The position peaked at $110M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

&Partners held 4,779,471 shares of Capital Group Core Plus Income ETF worth $107M as of Q2 2026.
&Partners sold 121,938 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.73M.
Capital Group Core Plus Income ETF made up 0.44% of &Partners's portfolio in Q2 2026, its #43 holding.
&Partners first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 10 quarters since.
&Partners's Capital Group Core Plus Income ETF position peaked at $110M in Q1 2026.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.