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

Waterloo Capital’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	$8.57M	Buy	+384,700	New	+$8.61M	0.48%	47

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

Waterloo Capital's CGCP Position: Q2 2026 in Review

Waterloo Capital opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 384,700 shares worth $8.57M. The stake represents 0.48% of the portfolio and ranks #47 among its holdings.

324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Waterloo Capital held 384,700 shares of Capital Group Core Plus Income ETF worth $8.57M as of Q2 2026.
Capital Group Core Plus Income ETF was a new Waterloo Capital position in Q2 2026.
Capital Group Core Plus Income ETF made up 0.48% of Waterloo Capital's portfolio in Q2 2026, its #47 holding.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.