tru Independence’s Capital Group Core Plus Income ETF CGCP Stock Holding History

tru Independence’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	$377K	Sell	16,922 -115	-0.7%	-$2.57K	0.17%	72
2026 Q1	$381K	Sell	17,037 -73	-0.4%	-$1.65K	0.19%	64
2025 Q4	$387K	Sell	17,110 -494	-3%	-$11.2K	0.1%	96
2025 Q3	$400K	Buy	17,604 +878	+5%	+$19.8K	0.1%	93
2025 Q2	$376K	Buy	16,726 +64	+0.4%	+$1.42K	0.11%	92
2025 Q1	$374K	Buy	16,662 +75	+0.5%	+$1.68K	0.12%	89
2024 Q4	$368K	Sell	16,587 -721	-4%	-$16.3K	0.12%	87
2024 Q3	$400K	Buy	17,308 +4,370	+34%	+$99.8K	0.12%	84
2024 Q2	$287K	Sell	12,938 -1,939	-13%	-$43K	0.09%	95
2024 Q1	$334K	Sell	14,877 -19,676	-57%	-$443K	0.1%	94
2023 Q4	$784K	Buy	34,553 +22,732	+192%	+$496K	0.24%	74
2023 Q3	$254K	Buy	11,821 +1,743	+17%	+$38.4K	0.09%	107
2023 Q2	$224K	Buy	+10,078	New	+$228K	0.07%	115

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

tru Independence's CGCP Position: Q2 2026 in Review

tru Independence reduced its Capital Group Core Plus Income ETF (CGCP) stake by 0.68% in Q2 2026, selling an estimated $2.57K and leaving 16,922 shares worth $377K. The position accounts for 0.17% of the portfolio, ranked #72.

tru Independence first reported a position in CGCP in Q2 2023 and has held it in 13 quarters since. The position peaked at $784K in Q4 2023. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

tru Independence held 16,922 shares of Capital Group Core Plus Income ETF worth $377K as of Q2 2026.
tru Independence sold 115 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.57K.
Capital Group Core Plus Income ETF made up 0.17% of tru Independence's portfolio in Q2 2026, its #72 holding.
tru Independence first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 13 quarters since.
tru Independence's Capital Group Core Plus Income ETF position peaked at $784K in Q4 2023.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.