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Smith Thornton Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Smith Thornton Advisors’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 Buy
281,071
+16,251
+6% +$364K 2.74% 8
2026
Q1 		$5.92M Buy
264,820
+8,423
+3% +$191K 2.98% 5
2025
Q4 		$5.8M Buy
256,397
+16,107
+7% +$367K 2.95% 6
2025
Q3 		$5.46M Buy
240,290
+20,007
+9% +$452K 2.86% 6
2025
Q2 		$4.96M Buy
220,283
+868
+0.4% +$19.3K 2.85% 6
2025
Q1 		$4.93M Buy
219,415
+194,474
+780% +$4.35M 3.07% 6
2024
Q4 		$554K Buy
+24,941
New +$563K 0.35% 72

Other funds holding CGCP

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Smith Thornton Advisors's CGCP Position: Q2 2026 in Review

Smith Thornton Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.1% in Q2 2026, buying an estimated $364K and bringing the position to 281,071 shares worth $6.21M. The position accounts for 2.74% of the portfolio, ranked #8.

Smith Thornton Advisors first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 98 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Smith Thornton Advisors held 281,071 shares of Capital Group Core Plus Income ETF worth $6.21M as of Q2 2026.
  • Smith Thornton Advisors bought 16,251 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $364K.
  • Capital Group Core Plus Income ETF made up 2.74% of Smith Thornton Advisors's portfolio in Q2 2026, its #8 holding.
  • Smith Thornton Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 98 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.