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Silver Oak Securities’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Silver Oak Securities’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 		$557K Buy
24,974
+169
+0.7% +$3.78K 0.03% 441
2026
Q1 		$554K Buy
24,805
+2,953
+14% +$66.9K 0.04% 397
2025
Q4 		$496K Sell
21,852
-730
-3% -$16.6K 0.03% 463
2025
Q3 		$513K Buy
22,582
+271
+1% +$6.12K 0.04% 419
2025
Q2 		$502K Buy
22,311
+1,883
+9% +$41.9K 0.04% 407
2025
Q1 		$458K Sell
20,428
-4
-0% -$89 0.04% 392
2024
Q4 		$454K Sell
20,432
-1,422
-7% -$32.1K 0.04% 405
2024
Q3 		$506K Buy
21,854
+8,103
+59% +$185K 0.05% 333
2024
Q2 		$306K Sell
13,751
-2,135
-13% -$47.4K 0.05% 287
2024
Q1 		$357K Buy
15,886
+619
+4% +$13.9K 0.05% 274
2023
Q4 		$346K Buy
15,267
+7,247
+90% +$158K 0.05% 348
2023
Q3 		$172K Buy
+8,020
New +$177K 0.04% 308
2022
Q4 		– Sell
-8,020
Closed -$172K – 331
2022
Q3 		$172K Buy
+8,020
New +$186K 0.04% 308

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

Silver Oak Securities's CGCP Position: Q2 2026 in Review

Silver Oak Securities increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.68% in Q2 2026, buying an estimated $3.78K and bringing the position to 24,974 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #441.

Silver Oak Securities first reported a position in CGCP in Q3 2022 and has held it in 13 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Silver Oak Securities held 24,974 shares of Capital Group Core Plus Income ETF worth $557K as of Q2 2026.
  • Silver Oak Securities bought 169 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $3.78K.
  • Capital Group Core Plus Income ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #441 holding.
  • Silver Oak Securities first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 13 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.