SF
CGCP icon

Summit Financial’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Summit Financial’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 		$3.16M Sell
141,695
-4,334
-3% -$97K 0.03% 481
2026
Q1 		$3.26M Sell
146,029
-3,610
-2% -$81.7K 0.04% 433
2025
Q4 		$3.39M Buy
149,639
+19,794
+15% +$450K 0.05% 351
2025
Q3 		$2.95M Buy
+129,845
New +$2.93M 0.05% 378

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Summit Financial's CGCP Position: Q2 2026 in Review

Summit Financial reduced its Capital Group Core Plus Income ETF (CGCP) stake by 3% in Q2 2026, selling an estimated $97K and leaving 141,695 shares worth $3.16M. The position accounts for 0.03% of the portfolio, ranked #481.

Summit Financial first reported a position in CGCP in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.39M in Q4 2025. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Summit Financial held 141,695 shares of Capital Group Core Plus Income ETF worth $3.16M as of Q2 2026.
  • Summit Financial sold 4,334 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $97K.
  • Capital Group Core Plus Income ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #481 holding.
  • Summit Financial first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Capital Group Core Plus Income ETF position peaked at $3.39M in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.