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

Seamount Financial Group’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 		$223K Buy
+9,994
New +$224K 0.09% 134
2025
Q2 		– Sell
-9,604
Closed -$216K – 131
2025
Q1 		$216K Sell
9,604
-67
-0.7% -$1.5K 0.15% 97
2024
Q4 		$215K Buy
+9,671
New +$218K 0.15% 99

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

Seamount Financial Group's CGCP Position: Q2 2026 in Review

Seamount Financial Group opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 9,994 shares worth $223K. The stake represents 0.09% of the portfolio and ranks #134 among its holdings. This is a return to the name: Seamount Financial Group previously reported a position in CGCP as recently as Q1 2025.

Seamount Financial Group first reported a position in CGCP in Q4 2024 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Seamount Financial Group held 9,994 shares of Capital Group Core Plus Income ETF worth $223K as of Q2 2026.
  • Capital Group Core Plus Income ETF was a new Seamount Financial Group position in Q2 2026.
  • Capital Group Core Plus Income ETF made up 0.09% of Seamount Financial Group's portfolio in Q2 2026, its #134 holding.
  • Seamount Financial Group first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.