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

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

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. 325 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.
325 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.