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Sterling Investment Advisors (Pennsylvania)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$359K Hold
16,121
– – 0.06% 174
2026
Q1 		$360K Buy
16,121
+550
+4% +$12.5K 0.07% 163
2025
Q4 		$353K Hold
15,571
– – 0.06% 160
2025
Q3 		$354K Buy
15,571
+1,396
+10% +$31.5K 0.07% 151
2025
Q2 		$319K Buy
14,175
+2,200
+18% +$48.9K 0.07% 150
2025
Q1 		$269K Buy
11,975
+250
+2% +$5.59K 0.06% 155
2024
Q4 		$260K Buy
+11,725
New +$265K 0.06% 143

Other funds holding CGCP

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CGCP Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 16,121 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #174.

Sterling Investment Advisors (Pennsylvania) first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q1 2026. 133 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 16,121 shares of Capital Group Core Plus Income ETF worth $359K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
  • Capital Group Core Plus Income ETF made up 0.06% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #174 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Capital Group Core Plus Income ETF position peaked at $360K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.