Tempus Wealth Planning’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Tempus Wealth Planning’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	$956K	Buy	42,893 +2,581	+6%	+$57.7K	0.19%	134
2026 Q1	$901K	Buy	40,312 +1,256	+3%	+$28.4K	0.21%	128
2025 Q4	$884K	Buy	39,056 +1,940	+5%	+$44.1K	0.2%	128
2025 Q3	$843K	Sell	37,116 -4,406	-11%	-$99.6K	0.19%	134
2025 Q2	$934K	Sell	41,522 -30	-0.1%	-$667	0.23%	115
2025 Q1	$933K	Buy	41,552 +7,867	+23%	+$176K	0.28%	103
2024 Q4	$748K	Buy	33,685 +4,474	+15%	+$101K	0.23%	109
2024 Q3	$675K	Buy	29,211 +6,346	+28%	+$145K	0.25%	104
2024 Q2	$508K	Buy	22,865 +9,954	+77%	+$221K	0.21%	107
2024 Q1	$290K	Buy	+12,911	New	+$290K	0.13%	157

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

Tempus Wealth Planning's CGCP Position: Q2 2026 in Review

Tempus Wealth Planning increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.4% in Q2 2026, buying an estimated $57.7K and bringing the position to 42,893 shares worth $956K. The position accounts for 0.19% of the portfolio, ranked #134.

Tempus Wealth Planning first reported a position in CGCP in Q1 2024 and has held it in 10 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Tempus Wealth Planning held 42,893 shares of Capital Group Core Plus Income ETF worth $956K as of Q2 2026.
Tempus Wealth Planning bought 2,581 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $57.7K.
Capital Group Core Plus Income ETF made up 0.19% of Tempus Wealth Planning's portfolio in Q2 2026, its #134 holding.
Tempus Wealth Planning first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 10 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.