SGI
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Summit Global Investments’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Summit Global Investments’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 		$506K Buy
22,723
+4,505
+25% +$101K 0.03% 336
2026
Q1 		$407K Buy
18,218
+357
+2% +$8.08K 0.02% 369
2025
Q4 		$404K Buy
17,861
+1,863
+12% +$42.4K 0.02% 371
2025
Q3 		$363K Buy
15,998
+6,330
+65% +$143K 0.02% 364
2025
Q2 		$218K Buy
+9,668
New +$215K 0.01% 439

Other funds holding CGCP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Global Investments's CGCP Position: Q2 2026 in Review

Summit Global Investments increased its Capital Group Core Plus Income ETF (CGCP) stake by 25% in Q2 2026, buying an estimated $101K and bringing the position to 22,723 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #336.

Summit Global Investments first reported a position in CGCP in Q2 2025 and has held it in 5 quarters since. 157 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Summit Global Investments held 22,723 shares of Capital Group Core Plus Income ETF worth $506K as of Q2 2026.
  • Summit Global Investments bought 4,505 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $101K.
  • Capital Group Core Plus Income ETF made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #336 holding.
  • Summit Global Investments first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 157 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.