Venture Visionary Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Venture Visionary Partners’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	$1.69M	Buy	75,943 +20,666	+37%	+$462K	0.05%	265
2026 Q1	$1.23M	Buy	55,277 +3,967	+8%	+$89.8K	0.04%	290
2025 Q4	$1.16M	Buy	51,310 +35,748	+230%	+$814K	0.04%	296
2025 Q3	$354K	Buy	15,562 +6,074	+64%	+$137K	0.01%	483
2025 Q2	$213K	Buy	+9,488	New	+$211K	0.01%	559

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

Venture Visionary Partners's CGCP Position: Q2 2026 in Review

Venture Visionary Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 37% in Q2 2026, buying an estimated $462K and bringing the position to 75,943 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #265.

Venture Visionary Partners first reported a position in CGCP in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Venture Visionary Partners held 75,943 shares of Capital Group Core Plus Income ETF worth $1.69M as of Q2 2026.
Venture Visionary Partners bought 20,666 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $462K.
Capital Group Core Plus Income ETF made up 0.05% of Venture Visionary Partners's portfolio in Q2 2026, its #265 holding.
Venture Visionary Partners first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.