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Sunbelt Securities’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Sunbelt Securities’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
Q1 		$50K Hold
2,236
– – ﹤0.01% 1018
2025
Q4 		$50.6K Hold
2,236
– – ﹤0.01% 993
2025
Q3 		$50.8K Hold
2,236
– – ﹤0.01% 1002
2025
Q2 		$49.6K Hold
2,236
– – ﹤0.01% 936
2025
Q1 		$50.2K Hold
2,236
– – ﹤0.01% 906
2024
Q4 		$49.6K Buy
+2,236
New +$50.5K ﹤0.01% 936

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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunbelt Securities's CGCP Position: Q1 2026 in Review

Sunbelt Securities held its Capital Group Core Plus Income ETF (CGCP) position steady in Q1 2026 at 2,236 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Sunbelt Securities first reported a position in CGCP in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.8K in Q3 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Sunbelt Securities held 2,236 shares of Capital Group Core Plus Income ETF worth $50K as of Q1 2026.
  • Sunbelt Securities left its Capital Group Core Plus Income ETF share count unchanged in Q1 2026.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1018 holding.
  • Sunbelt Securities first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's Capital Group Core Plus Income ETF position peaked at $50.8K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.