Studio Investment Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Studio Investment Management’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	$5.92M	Buy	265,518 +9,910	+4%	+$222K	1%	26
2026 Q1	$5.71M	Buy	255,608 +22,346	+10%	+$506K	1.03%	25
2025 Q4	$5.28M	Buy	233,262 +23,310	+11%	+$530K	0.96%	28
2025 Q3	$4.77M	Buy	209,952 +16,644	+9%	+$376K	0.9%	28
2025 Q2	$4.35M	Buy	193,308 +3,589	+2%	+$79.8K	0.87%	31
2025 Q1	$4.26M	Buy	189,719 +11,128	+6%	+$249K	0.88%	29
2024 Q4	$3.96M	Buy	178,591 +22,318	+14%	+$504K	0.84%	34
2024 Q3	$3.61M	Buy	156,273 +23,773	+18%	+$543K	0.76%	42
2024 Q2	$2.94M	Buy	132,500 +20,129	+18%	+$447K	0.67%	43
2024 Q1	$2.53M	Sell	112,371 -2,413	-2%	-$54.3K	0.6%	47
2023 Q4	$2.61M	Buy	114,784 +56,437	+97%	+$1.23M	0.66%	45
2023 Q3	$1.26M	Buy	58,347 +45,504	+354%	+$1M	0.35%	62
2023 Q2	$287K	Buy	12,843 +7,810	+155%	+$176K	0.08%	121
2023 Q1	$115K	Buy	5,033 +3,476	+223%	+$78.6K	0.03%	124
2022 Q4	$34.7K	Buy	+1,557	New	+$34.6K	0.01%	141

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

Studio Investment Management's CGCP Position: Q2 2026 in Review

Studio Investment Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 3.9% in Q2 2026, buying an estimated $222K and bringing the position to 265,518 shares worth $5.92M. The position accounts for 1% of the portfolio, ranked #26.

Studio Investment Management first reported a position in CGCP in Q4 2022 and has held it in 15 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Studio Investment Management held 265,518 shares of Capital Group Core Plus Income ETF worth $5.92M as of Q2 2026.
Studio Investment Management bought 9,910 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $222K.
Capital Group Core Plus Income ETF made up 1% of Studio Investment Management's portfolio in Q2 2026, its #26 holding.
Studio Investment Management first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 15 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.