Private Advisor Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Private Advisor Group’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	$21.2M	Buy	949,288 +358,822	+61%	+$8.03M	0.1%	216
2026 Q1	$13.2M	Buy	590,466 +49,295	+9%	+$1.12M	0.06%	326
2025 Q4	$12.3M	Buy	541,171 +95,749	+21%	+$2.18M	0.06%	334
2025 Q3	$10.1M	Buy	445,422 +50,779	+13%	+$1.15M	0.05%	377
2025 Q2	$8.88M	Buy	394,643 +12,261	+3%	+$273K	0.05%	397
2025 Q1	$8.58M	Buy	382,382 +34,571	+10%	+$773K	0.05%	382
2024 Q4	$7.72M	Buy	347,811 +33,963	+11%	+$766K	0.04%	395
2024 Q3	$7.26M	Buy	313,848 +132,126	+73%	+$3.02M	0.05%	397
2024 Q2	$4.04M	Buy	181,722 +24,172	+15%	+$536K	0.03%	564
2024 Q1	$3.54M	Buy	157,550 +23,964	+18%	+$539K	0.03%	580
2023 Q4	$3.03M	Buy	133,586 +23,012	+21%	+$502K	0.02%	606
2023 Q3	$2.38M	Buy	110,574 +15,621	+16%	+$344K	0.02%	646
2023 Q2	$2.11M	Buy	94,953 +14,574	+18%	+$329K	0.02%	706
2023 Q1	$1.83M	Buy	80,379 +32,939	+69%	+$745K	0.02%	721
2022 Q4	$1.06K	Buy	+47,440	New	+$1.05M	﹤0.01%	1233

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

Private Advisor Group's CGCP Position: Q2 2026 in Review

Private Advisor Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 61% in Q2 2026, buying an estimated $8.03M and bringing the position to 949,288 shares worth $21.2M. The position accounts for 0.1% of the portfolio, ranked #216.

Private Advisor Group first reported a position in CGCP in Q4 2022 and has held it in 15 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Private Advisor Group held 949,288 shares of Capital Group Core Plus Income ETF worth $21.2M as of Q2 2026.
Private Advisor Group bought 358,822 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $8.03M.
Capital Group Core Plus Income ETF made up 0.1% of Private Advisor Group's portfolio in Q2 2026, its #216 holding.
Private Advisor Group first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 15 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.