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

Sun Group 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	$306K	Buy	+13,743	New	+$307K	0.21%	67

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

Sun Group Wealth Partners's CGCP Position: Q2 2026 in Review

Sun Group Wealth Partners opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 13,743 shares worth $306K. The stake represents 0.21% of the portfolio and ranks #67 among its holdings.

324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Sun Group Wealth Partners held 13,743 shares of Capital Group Core Plus Income ETF worth $306K as of Q2 2026.
Capital Group Core Plus Income ETF was a new Sun Group Wealth Partners position in Q2 2026.
Capital Group Core Plus Income ETF made up 0.21% of Sun Group Wealth Partners's portfolio in Q2 2026, its #67 holding.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.