United Advisor Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

United Advisor Group’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	$1.64M	Sell	73,602 -367	-0.5%	-$8.21K	0.17%	150
2026 Q1	$1.65M	Buy	73,969 +13,968	+23%	+$316K	0.2%	122
2025 Q4	$1.36M	Buy	60,001 +12,574	+27%	+$286K	0.17%	147
2025 Q3	$1.08M	Buy	47,427 +16,044	+51%	+$363K	0.15%	155
2025 Q2	$706K	Buy	+31,383	New	+$698K	0.12%	174

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

United Advisor Group's CGCP Position: Q2 2026 in Review

United Advisor Group reduced its Capital Group Core Plus Income ETF (CGCP) stake by 0.5% in Q2 2026, selling an estimated $8.21K and leaving 73,602 shares worth $1.64M. The position accounts for 0.17% of the portfolio, ranked #150.

United Advisor Group first reported a position in CGCP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

United Advisor Group held 73,602 shares of Capital Group Core Plus Income ETF worth $1.64M as of Q2 2026.
United Advisor Group sold 367 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $8.21K.
Capital Group Core Plus Income ETF made up 0.17% of United Advisor Group's portfolio in Q2 2026, its #150 holding.
United Advisor Group first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 5 quarters since.
United Advisor Group's Capital Group Core Plus Income ETF position peaked at $1.65M in Q1 2026.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.