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

Stonebridge Financial Group (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	$47.6M	Buy	2,134,998 +71,581	+3%	+$1.6M	3.61%	3
2026 Q1	$46.1M	Buy	2,063,417 +81,719	+4%	+$1.85M	3.79%	3
2025 Q4	$44.9M	Buy	1,981,698 +94,501	+5%	+$2.15M	3.83%	3
2025 Q3	$42.9M	Buy	1,887,197 +250,002	+15%	+$5.65M	3.78%	3
2025 Q2	$36.8M	Buy	1,637,195 +551,389	+51%	+$12.3M	3.58%	3
2025 Q1	$24.4M	Buy	1,085,806 +33,477	+3%	+$749K	2.59%	12
2024 Q4	$23.4M	Buy	+1,052,329	New	+$23.7M	2.57%	7

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

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

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

SFA

Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania) increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.5% in Q2 2026, buying an estimated $1.6M and bringing the position to 2,134,998 shares worth $47.6M. The position accounts for 3.61% of the portfolio, ranked #3.

Stonebridge Financial Group (Pennsylvania) first reported a position in CGCP in Q4 2024 and has held it in 7 quarters since. 272 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 2,134,998 shares of Capital Group Core Plus Income ETF worth $47.6M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 71,581 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.6M.
Capital Group Core Plus Income ETF made up 3.61% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #3 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 7 quarters since.
272 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.