Stifel Financial’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Stifel Financial’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	$66.2M	Buy	2,969,004 +344,819	+13%	+$7.71M	0.06%	324
2026 Q1	$58.6M	Buy	2,624,185 +209,337	+9%	+$4.74M	0.05%	328
2025 Q4	$54.7M	Buy	2,414,848 +14,107	+0.6%	+$321K	0.05%	342
2025 Q3	$54.5M	Buy	2,400,741 +206,495	+9%	+$4.67M	0.05%	340
2025 Q2	$49.4M	Buy	2,194,246 +313,669	+17%	+$6.97M	0.05%	345
2025 Q1	$42.2M	Buy	1,880,577 +182,037	+11%	+$4.07M	0.04%	359
2024 Q4	$37.7M	Buy	1,698,540 +163,359	+11%	+$3.69M	0.04%	385
2024 Q3	$35.5M	Buy	1,535,181 +252,242	+20%	+$5.76M	0.04%	401
2024 Q2	$28.5M	Buy	1,282,939 +7,553	+0.6%	+$168K	0.03%	436
2024 Q1	$28.6M	Buy	1,275,386 +643,321	+102%	+$14.5M	0.03%	430
2023 Q4	$14.3M	Sell	632,065 -249,860	-28%	-$5.45M	0.02%	638
2023 Q3	$19M	Buy	881,925 +143,043	+19%	+$3.15M	0.03%	485
2023 Q2	$16.4M	Buy	738,882 +161,802	+28%	+$3.66M	0.02%	540
2023 Q1	$13.2M	Buy	577,080 +466,009	+420%	+$10.5M	0.02%	590
2022 Q4	$2.47M	Buy	111,071 +13,540	+14%	+$300K	﹤0.01%	1365
2022 Q3	$2.13M	Buy	97,531 +58,631	+151%	+$1.36M	﹤0.01%	1424
2022 Q2	$905K	Buy	+38,900	New	+$934K	﹤0.01%	2077

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

Stifel Financial's CGCP Position: Q2 2026 in Review

Stifel Financial increased its Capital Group Core Plus Income ETF (CGCP) stake by 13% in Q2 2026, buying an estimated $7.71M and bringing the position to 2,969,004 shares worth $66.2M. The position accounts for 0.06% of the portfolio, ranked #324.

Stifel Financial first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Stifel Financial held 2,969,004 shares of Capital Group Core Plus Income ETF worth $66.2M as of Q2 2026.
Stifel Financial bought 344,819 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $7.71M.
Capital Group Core Plus Income ETF made up 0.06% of Stifel Financial's portfolio in Q2 2026, its #324 holding.
Stifel Financial first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.