SWP
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Sagespring Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Sagespring Wealth Partners’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 		$368K Buy
16,505
+1,819
+12% +$40.7K 0.01% 615
2026
Q1 		$328K Buy
14,686
+2,492
+20% +$56.4K 0.01% 625
2025
Q4 		$276K Buy
12,194
+1,240
+11% +$28.2K 0.01% 653
2025
Q3 		$249K Buy
+10,954
New +$248K ﹤0.01% 668

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

Sagespring Wealth Partners's CGCP Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 12% in Q2 2026, buying an estimated $40.7K and bringing the position to 16,505 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #615.

Sagespring Wealth Partners first reported a position in CGCP in Q3 2025 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Sagespring Wealth Partners held 16,505 shares of Capital Group Core Plus Income ETF worth $368K as of Q2 2026.
  • Sagespring Wealth Partners bought 1,819 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $40.7K.
  • Capital Group Core Plus Income ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #615 holding.
  • Sagespring Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.