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Principal Securities’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Principal Securities’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 		$1.8M Buy
80,721
+4,681
+6% +$105K 0.02% 590
2026
Q1 		$1.7M Buy
76,040
+10,825
+17% +$245K 0.02% 553
2025
Q4 		$1.48M Buy
65,215
+7,831
+14% +$178K 0.02% 574
2025
Q3 		$1.3M Buy
57,384
+8,632
+18% +$195K 0.02% 584
2025
Q2 		$1.1M Buy
48,752
+11,126
+30% +$247K 0.02% 587
2025
Q1 		$835K Hold
37,626
– – 0.02% 603
2024
Q4 		$835K Buy
37,626
+9,499
+34% +$214K 0.02% 602
2024
Q3 		$650K Buy
28,127
+8,402
+43% +$192K 0.02% 676
2024
Q2 		$438K Buy
19,725
+8,340
+73% +$185K 0.01% 750
2024
Q1 		$256K Buy
11,385
+4,165
+58% +$93.7K 0.01% 919
2023
Q4 		$164K Buy
+7,220
New +$158K 0.01% 998

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Principal Securities's CGCP Position: Q2 2026 in Review

Principal Securities increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.2% in Q2 2026, buying an estimated $105K and bringing the position to 80,721 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #590.

Principal Securities first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Principal Securities held 80,721 shares of Capital Group Core Plus Income ETF worth $1.8M as of Q2 2026.
  • Principal Securities bought 4,681 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $105K.
  • Capital Group Core Plus Income ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #590 holding.
  • Principal Securities first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.