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

PFG 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	$1.16M	Buy	51,830 +2,636	+5%	+$59K	0.06%	345
2026 Q1	$1.1M	Buy	49,194 +1,165	+2%	+$26.4K	0.05%	360
2025 Q4	$1.09M	Sell	48,029 -8,620	-15%	-$196K	0.05%	358
2025 Q3	$1.29M	Buy	56,649 +9,786	+21%	+$221K	0.05%	344
2025 Q2	$1.05M	Buy	46,863 +4,471	+11%	+$99.4K	0.05%	299
2025 Q1	$952K	Buy	42,392 +7,909	+23%	+$177K	0.05%	347
2024 Q4	$766K	Buy	34,483 +7,605	+28%	+$172K	0.05%	371
2024 Q3	$621K	Buy	26,878 +12,143	+82%	+$277K	0.04%	395
2024 Q2	$327K	Buy	+14,735	New	+$327K	0.02%	529
2023 Q2	–	Sell	-9,406	Closed	-$214K	–	672
2023 Q1	$214K	Sell	9,406 -6,415	-41%	-$145K	0.02%	590
2022 Q4	$352K	Sell	15,821 -6,985	-31%	-$155K	0.03%	421
2022 Q3	$499K	Hold	22,806	–	–	0.06%	321
2022 Q2	$530K	Buy	+22,806	New	+$547K	0.06%	243

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

PFG Advisors's CGCP Position: Q2 2026 in Review

PFG Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 5.4% in Q2 2026, buying an estimated $59K and bringing the position to 51,830 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #345.

PFG Advisors first reported a position in CGCP in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.29M in Q3 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

PFG Advisors held 51,830 shares of Capital Group Core Plus Income ETF worth $1.16M as of Q2 2026.
PFG Advisors bought 2,636 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $59K.
Capital Group Core Plus Income ETF made up 0.06% of PFG Advisors's portfolio in Q2 2026, its #345 holding.
PFG Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 13 quarters since.
PFG Advisors's Capital Group Core Plus Income ETF position peaked at $1.29M in Q3 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.