Stonebridge Financial Group (Missouri)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Stonebridge Financial Group (Missouri)’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	$245K	Hold	10,990	–	–	0.16%	141
2026 Q1	$246K	Hold	10,990	–	–	0.21%	128
2025 Q4	$249K	Buy	+10,990	New	+$250K	0.22%	128

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

Stonebridge Financial Group (Missouri)'s CGCP Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 10,990 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #141.

Stonebridge Financial Group (Missouri) first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Stonebridge Financial Group (Missouri) held 10,990 shares of Capital Group Core Plus Income ETF worth $245K as of Q2 2026.
Stonebridge Financial Group (Missouri) left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
Capital Group Core Plus Income ETF made up 0.16% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #141 holding.
Stonebridge Financial Group (Missouri) first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
Stonebridge Financial Group (Missouri)'s Capital Group Core Plus Income ETF position peaked at $249K in Q4 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.