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 Q2	$3.29M	Sell	147,563 -7,204	-5%	-$161K	0.22%	91
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 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

Perennial Investment Advisors's CGCP Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Capital Group Core Plus Income ETF (CGCP) stake by 4.7% in Q2 2026, selling an estimated $161K and leaving 147,563 shares worth $3.29M. The position accounts for 0.22% of the portfolio, ranked #91.

Perennial Investment Advisors first reported a position in CGCP in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.46M in Q1 2026. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Perennial Investment Advisors held 147,563 shares of Capital Group Core Plus Income ETF worth $3.29M as of Q2 2026.
Perennial Investment Advisors sold 7,204 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $161K.
Capital Group Core Plus Income ETF made up 0.22% of Perennial Investment Advisors's portfolio in Q2 2026, its #91 holding.
Perennial Investment Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 6 quarters since.
Perennial Investment Advisors's Capital Group Core Plus Income ETF position peaked at $3.46M in Q1 2026.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.