Smartleaf Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Smartleaf Asset 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	$6.21M	Hold	277,792	–	–	0.2%	86
2026 Q1	$6.18M	Buy	277,792 +15,501	+6%	+$351K	0.22%	79
2025 Q4	$5.95M	Buy	262,291 +3,769	+1%	+$85.8K	0.23%	77
2025 Q3	$5.88M	Buy	258,522 +12,122	+5%	+$274K	0.36%	54
2025 Q2	$5.53M	Buy	246,400 +20,756	+9%	+$461K	0.49%	42
2025 Q1	$5.06M	Buy	225,644 +101,976	+82%	+$2.28M	0.49%	39
2024 Q4	$2.75M	Buy	123,668 +24,249	+24%	+$547K	0.28%	73
2024 Q3	$2.3M	Buy	+99,419	New	+$2.27M	0.28%	83
2024 Q2	–	Sell	-70	Closed	-$1.57K	–	2742
2024 Q1	$1.57K	Buy	+70	New	+$1.57K	﹤0.01%	1515

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

Smartleaf Asset Management's CGCP Position: Q2 2026 in Review

Smartleaf Asset Management held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 277,792 shares worth $6.21M. The position accounts for 0.2% of the portfolio, ranked #86.

Smartleaf Asset Management first reported a position in CGCP in Q1 2024 and has held it in 9 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Smartleaf Asset Management held 277,792 shares of Capital Group Core Plus Income ETF worth $6.21M as of Q2 2026.
Smartleaf Asset Management left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
Capital Group Core Plus Income ETF made up 0.2% of Smartleaf Asset Management's portfolio in Q2 2026, its #86 holding.
Smartleaf Asset Management first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 9 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.