Stratos Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Stratos Wealth Partners’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	$3.49M	Buy	156,388 +9,760	+7%	+$218K	0.04%	438
2026 Q1	$3.28M	Buy	146,628 +10,214	+7%	+$231K	0.04%	426
2025 Q4	$3.09M	Buy	136,414 +43,152	+46%	+$982K	0.03%	435
2025 Q3	$2.12M	Buy	93,262 +62,391	+202%	+$1.41M	0.03%	515
2025 Q2	$695K	Buy	+30,871	New	+$686K	0.01%	820

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

Stratos Wealth Partners's CGCP Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.7% in Q2 2026, buying an estimated $218K and bringing the position to 156,388 shares worth $3.49M. The position accounts for 0.04% of the portfolio, ranked #438.

Stratos Wealth Partners first reported a position in CGCP in Q2 2025 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Stratos Wealth Partners held 156,388 shares of Capital Group Core Plus Income ETF worth $3.49M as of Q2 2026.
Stratos Wealth Partners bought 9,760 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $218K.
Capital Group Core Plus Income ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #438 holding.
Stratos Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 5 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.