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Silverlake Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Silverlake Wealth Management’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 		$1.85M Buy
83,173
+6,215
+8% +$139K 0.35% 91
2026
Q1 		$1.72M Buy
76,958
+3,387
+5% +$76.7K 0.36% 85
2025
Q4 		$1.67M Buy
73,571
+4,295
+6% +$97.7K 0.37% 88
2025
Q3 		$1.57M Sell
69,276
-3,954
-5% -$89.3K 0.38% 84
2025
Q2 		$1.65M Buy
73,230
+602
+0.8% +$13.4K 0.48% 67
2025
Q1 		$1.63M Sell
72,628
-4,747
-6% -$106K 0.62% 54
2024
Q4 		$1.72M Buy
77,375
+9,128
+13% +$206K 0.66% 47
2024
Q3 		$1.58M Buy
68,247
+32,003
+88% +$731K 0.6% 47
2024
Q2 		$805K Buy
36,244
+1,321
+4% +$29.3K 0.33% 83
2024
Q1 		$784K Buy
34,923
+17,117
+96% +$385K 0.4% 63
2023
Q4 		$404K Sell
17,806
-380
-2% -$8.29K 0.22% 124
2023
Q3 		$391K Buy
18,186
+1,115
+7% +$24.6K 0.22% 127
2023
Q2 		$380K Hold
17,071
– – 0.21% 126
2023
Q1 		$389K Buy
17,071
+296
+2% +$6.7K 0.24% 113
2022
Q4 		$374K Buy
16,775
+357
+2% +$7.92K 0.23% 113
2022
Q3 		$359K Hold
16,418
– – 0.24% 109
2022
Q2 		$382K Buy
+16,418
New +$394K 0.25% 106

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 22.9% 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

Silverlake Wealth Management's CGCP Position: Q2 2026 in Review

Silverlake Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.1% in Q2 2026, buying an estimated $139K and bringing the position to 83,173 shares worth $1.85M. The position accounts for 0.35% of the portfolio, ranked #91.

Silverlake Wealth Management first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Silverlake Wealth Management held 83,173 shares of Capital Group Core Plus Income ETF worth $1.85M as of Q2 2026.
  • Silverlake Wealth Management bought 6,215 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $139K.
  • Capital Group Core Plus Income ETF made up 0.35% of Silverlake Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Silverlake Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.