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Richmond Investment Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Richmond Investment 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 		– Sell
-68,384
Closed -$1.53M – 157
2026
Q1 		$1.53M Buy
68,384
+8,902
+15% +$202K 0.25% 68
2025
Q4 		$1.35M Buy
59,482
+22,078
+59% +$502K 0.23% 66
2025
Q3 		$850K Buy
37,404
+14,035
+60% +$317K 0.16% 89
2025
Q2 		$526K Buy
+23,369
New +$519K 0.11% 122

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

Richmond Investment Services's CGCP Position: Q2 2026 in Review

Richmond Investment Services sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2026, closing a stake of 68,384 shares — an estimated $1.53M sold.

Richmond Investment Services first reported a position in CGCP in Q2 2025 and held it in 4 quarters. The position peaked at $1.53M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Richmond Investment Services reported no remaining Capital Group Core Plus Income ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 68,384 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.53M.
  • Richmond Investment Services first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's Capital Group Core Plus Income ETF position peaked at $1.53M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.