Richards, Merrill & Peterson’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Richards, Merrill & Peterson’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	$1.47M	Buy	66,003 +6,812	+12%	+$152K	0.47%	56
2026 Q1	$1.32M	Buy	59,191 +1,450	+3%	+$32.8K	0.49%	55
2025 Q4	$1.31M	Buy	57,741 +3,090	+6%	+$70.3K	0.5%	55
2025 Q3	$1.24M	Hold	54,651	–	–	0.54%	49
2025 Q2	$1.23M	Buy	54,651 +13,635	+33%	+$303K	0.58%	49
2025 Q1	$921K	Buy	41,016 +4,550	+12%	+$102K	0.48%	54
2024 Q4	$810K	Buy	+36,466	New	+$823K	0.42%	62

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

Richards, Merrill & Peterson's CGCP Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Capital Group Core Plus Income ETF (CGCP) stake by 12% in Q2 2026, buying an estimated $152K and bringing the position to 66,003 shares worth $1.47M. The position accounts for 0.47% of the portfolio, ranked #56.

Richards, Merrill & Peterson first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Richards, Merrill & Peterson held 66,003 shares of Capital Group Core Plus Income ETF worth $1.47M as of Q2 2026.
Richards, Merrill & Peterson bought 6,812 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $152K.
Capital Group Core Plus Income ETF made up 0.47% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #56 holding.
Richards, Merrill & Peterson first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.