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Steward Partners Investment Advisory’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Steward Partners Investment Advisory’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 		$974K Buy
43,698
+36,054
+472% +$807K 0.01% 1303
2026
Q1 		$171K Buy
7,644
+415
+6% +$9.4K ﹤0.01% 2097
2025
Q4 		$164K Buy
7,229
+926
+15% +$21.1K ﹤0.01% 2014
2025
Q3 		$143K Sell
6,303
-1,671
-21% -$37.8K ﹤0.01% 2040
2025
Q2 		$179K Buy
7,974
+372
+5% +$8.27K ﹤0.01% 1809
2025
Q1 		$171K Sell
7,602
-1,659
-18% -$37.1K ﹤0.01% 1727
2024
Q4 		$206K Sell
9,261
-1,140
-11% -$25.7K ﹤0.01% 1593
2024
Q3 		$240K Buy
10,401
+3,791
+57% +$86.6K ﹤0.01% 1435
2024
Q2 		$147K Sell
6,610
-4,041
-38% -$89.7K ﹤0.01% 1593
2024
Q1 		$239K Buy
10,651
+3,281
+45% +$73.8K ﹤0.01% 1352
2023
Q4 		$167K Buy
7,370
+2,009
+37% +$43.9K ﹤0.01% 1447
2023
Q3 		$115K Buy
5,361
+263
+5% +$5.8K ﹤0.01% 1512
2023
Q2 		$113K Sell
5,098
-30,809
-86% -$696K ﹤0.01% 1527
2023
Q1 		$818K Buy
35,907
+10,175
+40% +$230K 0.01% 758
2022
Q4 		$573K Buy
+25,732
New +$571K 0.01% 853

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

Steward Partners Investment Advisory's CGCP Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Core Plus Income ETF (CGCP) stake by 472% in Q2 2026, buying an estimated $807K and bringing the position to 43,698 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #1303.

Steward Partners Investment Advisory first reported a position in CGCP in Q4 2022 and has held it in 15 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Steward Partners Investment Advisory held 43,698 shares of Capital Group Core Plus Income ETF worth $974K as of Q2 2026.
  • Steward Partners Investment Advisory bought 36,054 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $807K.
  • Capital Group Core Plus Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1303 holding.
  • Steward Partners Investment Advisory first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.