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

Perennial Investment 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
Q1 		$3.46M Buy
154,767
+11,035
+8% +$250K 0.28% 76
2025
Q4 		$3.25M Buy
143,732
+51,743
+56% +$1.18M 0.26% 78
2025
Q3 		$2.09M Buy
91,989
+15,222
+20% +$344K 0.17% 106
2025
Q2 		$1.73M Buy
76,767
+28,152
+58% +$626K 0.17% 116
2025
Q1 		$1.09M Buy
+48,615
New +$1.09M 0.12% 151

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perennial Investment Advisors's CGCP Position: Q1 2026 in Review

Perennial Investment Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 7.7% in Q1 2026, buying an estimated $250K and bringing the position to 154,767 shares worth $3.46M. The position accounts for 0.28% of the portfolio, ranked #76.

Perennial Investment Advisors first reported a position in CGCP in Q1 2025 and has held it in 5 quarters since. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Perennial Investment Advisors held 154,767 shares of Capital Group Core Plus Income ETF worth $3.46M as of Q1 2026.
  • Perennial Investment Advisors bought 11,035 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $250K.
  • Capital Group Core Plus Income ETF made up 0.28% of Perennial Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • Perennial Investment Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.