Roehl & Yi Investment Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Roehl & Yi Investment Advisors’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	$1.77M	Buy	+79,357	New	+$1.78M	0.58%	36

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

Roehl & Yi Investment Advisors's CGCP Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 79,357 shares worth $1.77M. The stake represents 0.58% of the portfolio and ranks #36 among its holdings.

324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Roehl & Yi Investment Advisors held 79,357 shares of Capital Group Core Plus Income ETF worth $1.77M as of Q2 2026.
Capital Group Core Plus Income ETF was a new Roehl & Yi Investment Advisors position in Q2 2026.
Capital Group Core Plus Income ETF made up 0.58% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #36 holding.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.