Strategic Family Wealth Counselors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Strategic Family Wealth Counselors’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 Q1	$1.26M	Buy	56,252 +2,296	+4%	+$52K	0.33%	61
2025 Q4	$1.22M	Buy	53,956 +9,545	+21%	+$217K	0.27%	70
2025 Q3	$1.01M	Sell	44,411 -3,516	-7%	-$79.5K	0.26%	64
2025 Q2	$1.08M	Sell	47,927 -11,812	-20%	-$263K	0.31%	59
2025 Q1	$1.34M	Buy	59,739 +2,691	+5%	+$60.2K	0.44%	53
2024 Q4	$1.27M	Sell	57,048 -48,397	-46%	-$1.09M	0.41%	54
2024 Q3	$2.44M	Buy	105,445 +3,415	+3%	+$78K	0.85%	34
2024 Q2	$2.27M	Sell	102,030 -1,097	-1%	-$24.3K	0.86%	32
2024 Q1	$2.32M	Buy	103,127 +19,109	+23%	+$430K	0.92%	32
2023 Q4	$1.91M	Buy	+84,018	New	+$1.83M	0.8%	33

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Family Wealth Counselors's CGCP Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Capital Group Core Plus Income ETF (CGCP) stake by 4.3% in Q1 2026, buying an estimated $52K and bringing the position to 56,252 shares worth $1.26M. The position accounts for 0.33% of the portfolio, ranked #61.

Strategic Family Wealth Counselors first reported a position in CGCP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.44M in Q3 2024. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Strategic Family Wealth Counselors held 56,252 shares of Capital Group Core Plus Income ETF worth $1.26M as of Q1 2026.
Strategic Family Wealth Counselors bought 2,296 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $52K.
Capital Group Core Plus Income ETF made up 0.33% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #61 holding.
Strategic Family Wealth Counselors first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 10 quarters since.
Strategic Family Wealth Counselors's Capital Group Core Plus Income ETF position peaked at $2.44M in Q3 2024.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.