Sigma Planning Corp’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Sigma Planning Corp’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	$391K	Buy	+17,523	New	+$392K	0.01%	1029
2024 Q3	–	Sell	-76,473	Closed	-$1.7M	–	1223
2024 Q2	$1.7M	Sell	76,473 -42,152	-36%	-$935K	0.05%	336
2024 Q1	$2.66M	Buy	118,625 +74,343	+168%	+$1.67M	0.08%	239
2023 Q4	$1M	Sell	44,282 -40,944	-48%	-$894K	0.08%	268
2023 Q3	$1.83M	Buy	85,226 +27,393	+47%	+$604K	0.07%	291
2023 Q2	$1.29M	Buy	57,833 +697	+1%	+$15.7K	0.05%	384
2023 Q1	$1.3M	Buy	57,136 +4,818	+9%	+$109K	0.04%	415
2022 Q4	$1.17M	Buy	52,318 +1,730	+3%	+$38.4K	0.04%	428
2022 Q3	$1.11M	Buy	50,588 +19,155	+61%	+$445K	0.04%	424
2022 Q2	$731K	Buy	+31,433	New	+$754K	0.03%	599

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

Sigma Planning Corp's CGCP Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 17,523 shares worth $391K. The stake represents 0.01% of the portfolio and ranks #1029 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in CGCP as recently as Q2 2024.

Sigma Planning Corp first reported a position in CGCP in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.66M in Q1 2024. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Sigma Planning Corp held 17,523 shares of Capital Group Core Plus Income ETF worth $391K as of Q2 2026.
Capital Group Core Plus Income ETF was a new Sigma Planning Corp position in Q2 2026.
Capital Group Core Plus Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1029 holding.
Sigma Planning Corp first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 10 quarters since.
Sigma Planning Corp's Capital Group Core Plus Income ETF position peaked at $2.66M in Q1 2024.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.