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Prospera Financial Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Prospera Financial Services’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 		$3.24M Buy
145,168
+1,759
+1% +$39.3K 0.05% 389
2026
Q1 		$3.2M Buy
143,409
+7,818
+6% +$177K 0.05% 374
2025
Q4 		$3.07M Sell
135,591
-27,954
-17% -$636K 0.05% 367
2025
Q3 		$3.72M Buy
163,545
+18,521
+13% +$419K 0.06% 321
2025
Q2 		$3.26M Buy
145,024
+7,231
+5% +$161K 0.06% 324
2025
Q1 		$3.09M Buy
137,793
+13,473
+11% +$301K 0.07% 281
2024
Q4 		$2.76M Buy
124,320
+38,837
+45% +$876K 0.06% 304
2024
Q3 		$1.98M Buy
85,483
+1,346
+2% +$30.7K 0.05% 339
2024
Q2 		$1.87M Sell
84,137
-161,919
-66% -$3.59M 0.05% 350
2024
Q1 		$5.53M Buy
246,056
+22,225
+10% +$500K 0.16% 133
2023
Q4 		$5.08M Buy
223,831
+5,701
+3% +$124K 0.17% 138
2023
Q3 		$4.69M Buy
218,130
+181,926
+503% +$4.01M 0.18% 126
2023
Q2 		$806K Buy
36,204
+16,177
+81% +$366K 0.03% 474
2023
Q1 		$456K Buy
20,027
+6,838
+52% +$155K 0.02% 644
2022
Q4 		$294K Buy
13,189
+2,092
+19% +$46.4K 0.01% 712
2022
Q3 		$243K Buy
+11,097
New +$258K 0.01% 717

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

Prospera Financial Services's CGCP Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.2% in Q2 2026, buying an estimated $39.3K and bringing the position to 145,168 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #389.

Prospera Financial Services first reported a position in CGCP in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.53M in Q1 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Prospera Financial Services held 145,168 shares of Capital Group Core Plus Income ETF worth $3.24M as of Q2 2026.
  • Prospera Financial Services bought 1,759 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $39.3K.
  • Capital Group Core Plus Income ETF made up 0.05% of Prospera Financial Services's portfolio in Q2 2026, its #389 holding.
  • Prospera Financial Services first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Prospera Financial Services's Capital Group Core Plus Income ETF position peaked at $5.53M in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.