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

WBH Advisory’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	$11.5M	Sell	517,825 -9,352	-2%	-$209K	0.78%	35
2026 Q1	$11.8M	Buy	527,177 +18,816	+4%	+$426K	0.88%	33
2025 Q4	$11.5M	Buy	508,361 +27,802	+6%	+$633K	0.85%	34
2025 Q3	$10.9M	Buy	480,559 +51,499	+12%	+$1.16M	0.83%	33
2025 Q2	$9.65M	Buy	429,060 +15,579	+4%	+$346K	0.82%	32
2025 Q1	$9.28M	Buy	413,481 +25,818	+7%	+$577K	0.87%	34
2024 Q4	$8.61M	Buy	387,663 +68,721	+22%	+$1.55M	0.8%	35
2024 Q3	$7.37M	Buy	318,942 +98,216	+44%	+$2.24M	0.7%	40
2024 Q2	$4.9M	Buy	220,726 +58,684	+36%	+$1.3M	0.5%	47
2024 Q1	$3.64M	Buy	162,042 +42,657	+36%	+$960K	0.37%	61
2023 Q4	$2.71M	Buy	119,385 +48,980	+70%	+$1.07M	0.3%	67
2023 Q3	$1.51M	Buy	+70,405	New	+$1.55M	0.19%	107

Other funds holding CGCP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

WBH Advisory's CGCP Position: Q2 2026 in Review

WBH Advisory reduced its Capital Group Core Plus Income ETF (CGCP) stake by 1.8% in Q2 2026, selling an estimated $209K and leaving 517,825 shares worth $11.5M. The position accounts for 0.78% of the portfolio, ranked #35.

WBH Advisory first reported a position in CGCP in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.8M in Q1 2026. 223 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

WBH Advisory held 517,825 shares of Capital Group Core Plus Income ETF worth $11.5M as of Q2 2026.
WBH Advisory sold 9,352 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $209K.
Capital Group Core Plus Income ETF made up 0.78% of WBH Advisory's portfolio in Q2 2026, its #35 holding.
WBH Advisory first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 12 quarters since.
WBH Advisory's Capital Group Core Plus Income ETF position peaked at $11.8M in Q1 2026.
223 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.