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Sittner & Nelson’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Sittner & Nelson’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 		$1.57M Buy
70,382
+57,842
+461% +$1.29M 0.49% 45
2026
Q1 		$280K Buy
12,540
+7,779
+163% +$176K 0.1% 136
2025
Q4 		$108K Buy
+4,761
New +$108K 0.04% 206

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

Sittner & Nelson's CGCP Position: Q2 2026 in Review

Sittner & Nelson increased its Capital Group Core Plus Income ETF (CGCP) stake by 461% in Q2 2026, buying an estimated $1.29M and bringing the position to 70,382 shares worth $1.57M. The position accounts for 0.49% of the portfolio, ranked #45.

Sittner & Nelson first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Sittner & Nelson held 70,382 shares of Capital Group Core Plus Income ETF worth $1.57M as of Q2 2026.
  • Sittner & Nelson bought 57,842 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.29M.
  • Capital Group Core Plus Income ETF made up 0.49% of Sittner & Nelson's portfolio in Q2 2026, its #45 holding.
  • Sittner & Nelson first reported a position in Capital Group Core Plus Income ETF in Q4 2025 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 Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.