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

Sovran 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	$15.4M	Buy	694,734 +65,824	+10%	+$1.47M	1.14%	11
2026 Q1	$14M	Buy	628,910 +33,457	+6%	+$758K	1.1%	15
2025 Q4	$13.5M	Buy	595,453 +31,461	+6%	+$716K	1.15%	14
2025 Q3	$12.9M	Buy	563,992 +101,482	+22%	+$2.29M	1.14%	14
2025 Q2	$10.3M	Buy	462,510 +201,082	+77%	+$4.47M	1.08%	19
2025 Q1	$5.79M	Buy	261,428 +104,562	+67%	+$2.34M	0.75%	31
2024 Q4	$3.45M	Buy	+156,866	New	+$3.54M	0.49%	50

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

Sovran Advisors's CGCP Position: Q2 2026 in Review

Sovran Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 10% in Q2 2026, buying an estimated $1.47M and bringing the position to 694,734 shares worth $15.4M. The position accounts for 1.14% of the portfolio, ranked #11.

Sovran Advisors first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Sovran Advisors held 694,734 shares of Capital Group Core Plus Income ETF worth $15.4M as of Q2 2026.
Sovran Advisors bought 65,824 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.47M.
Capital Group Core Plus Income ETF made up 1.14% of Sovran Advisors's portfolio in Q2 2026, its #11 holding.
Sovran Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.