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

Swisher Financial Concepts’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	$6.93M	Sell	310,986 -11,067	-3%	-$248K	4.37%	10
2026 Q1	$7.19M	Buy	322,053 +32,017	+11%	+$725K	4.03%	10
2025 Q4	$6.57M	Buy	290,036 +14,986	+5%	+$341K	3.73%	11
2025 Q3	$6.25M	Buy	275,050 +16,171	+6%	+$365K	3.75%	12
2025 Q2	$5.82M	Buy	258,879 +2,610	+1%	+$58K	3.76%	9
2025 Q1	$5.75M	Buy	256,269 +131,895	+106%	+$2.95M	4.75%	6
2024 Q4	$2.76M	Sell	124,374 -67,639	-35%	-$1.53M	3.25%	11
2024 Q3	$4.43M	Buy	192,013 +179,739	+1,464%	+$4.11M	2.79%	12
2024 Q2	$272K	Buy	+12,274	New	+$272K	0.28%	63

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

Swisher Financial Concepts's CGCP Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Capital Group Core Plus Income ETF (CGCP) stake by 3.4% in Q2 2026, selling an estimated $248K and leaving 310,986 shares worth $6.93M. The position accounts for 4.37% of the portfolio, ranked #10.

Swisher Financial Concepts first reported a position in CGCP in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.19M in Q1 2026. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Swisher Financial Concepts held 310,986 shares of Capital Group Core Plus Income ETF worth $6.93M as of Q2 2026.
Swisher Financial Concepts sold 11,067 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $248K.
Capital Group Core Plus Income ETF made up 4.37% of Swisher Financial Concepts's portfolio in Q2 2026, its #10 holding.
Swisher Financial Concepts first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 9 quarters since.
Swisher Financial Concepts's Capital Group Core Plus Income ETF position peaked at $7.19M in Q1 2026.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.