Valmark Advisers’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Valmark Advisers’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	$50.1M	Buy	2,247,488 +163,429	+8%	+$3.66M	0.53%	37
2026 Q1	$46.6M	Buy	2,084,059 +1,036,587	+99%	+$23.5M	0.55%	37
2025 Q4	$23.7M	Buy	1,047,472 +514,232	+96%	+$11.7M	0.29%	56
2025 Q3	$12.1M	Buy	533,240 +140,226	+36%	+$3.17M	0.16%	74
2025 Q2	$8.84M	Buy	393,014 +88,932	+29%	+$1.98M	0.12%	83
2025 Q1	$6.83M	Buy	304,082 +148,812	+96%	+$3.33M	0.1%	91
2024 Q4	$3.45M	Buy	155,270 +66,466	+75%	+$1.5M	0.05%	136
2024 Q3	$2.05M	Buy	88,804 +18,398	+26%	+$420K	0.03%	194
2024 Q2	$1.56M	Buy	70,406 +22,822	+48%	+$506K	0.03%	211
2024 Q1	$1.07M	Buy	47,584 +3,786	+9%	+$85.2K	0.02%	258
2023 Q4	$994K	Buy	43,798 +12,362	+39%	+$270K	0.02%	254
2023 Q3	$676K	Buy	31,436 +7,764	+33%	+$171K	0.01%	284
2023 Q2	$527K	Buy	23,672 +11,333	+92%	+$256K	0.01%	326
2023 Q1	$281K	Buy	12,339 +2,381	+24%	+$53.9K	0.01%	408
2022 Q4	$222K	Buy	+9,958	New	+$221K	0.01%	415

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

Valmark Advisers's CGCP Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Core Plus Income ETF (CGCP) stake by 7.8% in Q2 2026, buying an estimated $3.66M and bringing the position to 2,247,488 shares worth $50.1M. The position accounts for 0.53% of the portfolio, ranked #37.

Valmark Advisers first reported a position in CGCP in Q4 2022 and has held it in 15 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Valmark Advisers held 2,247,488 shares of Capital Group Core Plus Income ETF worth $50.1M as of Q2 2026.
Valmark Advisers bought 163,429 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $3.66M.
Capital Group Core Plus Income ETF made up 0.53% of Valmark Advisers's portfolio in Q2 2026, its #37 holding.
Valmark Advisers first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 15 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.