Raymond James Financial
CGCP icon

Raymond James Financial’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Raymond James Financial’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
Q1 		$155M Buy
6,948,087
+839,296
+14% +$19M 0.05% 356
2025
Q4 		$138M Buy
6,108,791
+711,882
+13% +$16.2M 0.04% 384
2025
Q3 		$123M Buy
5,396,909
+790,814
+17% +$17.9M 0.04% 425
2025
Q2 		$104M Buy
4,606,095
+133,305
+3% +$2.96M 0.04% 469
2025
Q1 		$100M Buy
4,472,790
+263,313
+6% +$5.89M 0.04% 429
2024
Q4 		$93.5M Buy
+4,209,477
New +$95M 0.03% 464

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Raymond James Financial's CGCP Position: Q1 2026 in Review

Raymond James Financial increased its Capital Group Core Plus Income ETF (CGCP) stake by 14% in Q1 2026, buying an estimated $19M and bringing the position to 6,948,087 shares worth $155M. The position accounts for 0.05% of the portfolio, ranked #356.

Raymond James Financial first reported a position in CGCP in Q4 2024 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Raymond James Financial held 6,948,087 shares of Capital Group Core Plus Income ETF worth $155M as of Q1 2026.
  • Raymond James Financial bought 839,296 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $19M.
  • Capital Group Core Plus Income ETF made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #356 holding.
  • Raymond James Financial first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.