Wealth Enhancement Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Wealth Enhancement Advisory Services’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	$31.9M	Buy	1,439,149 +110,376	+8%	+$2.47M	0.05%	304
2026 Q1	$29.8M	Sell	1,328,773 -152,931	-10%	-$3.46M	0.06%	286
2025 Q4	$33.6M	Buy	1,481,704 +118,729	+9%	+$2.7M	0.05%	335
2025 Q3	$31M	Sell	1,362,975 -193,013	-12%	-$4.36M	0.05%	332
2025 Q2	$34.9M	Buy	1,555,988 +2,625	+0.2%	+$58.3K	0.06%	294
2025 Q1	$34.9M	Buy	1,553,363 +16,132	+1%	+$361K	0.07%	268
2024 Q4	$34.1M	Buy	1,537,231 +1,077,556	+234%	+$24.3M	0.07%	271
2024 Q3	$10.6M	Sell	459,675 -25,287	-5%	-$578K	0.02%	498
2024 Q2	$10.8M	Buy	484,962 +44,535	+10%	+$988K	0.03%	468
2024 Q1	$9.89M	Buy	440,427 +164,676	+60%	+$3.7M	0.03%	481
2023 Q4	$6.26M	Sell	275,751 -177,268	-39%	-$3.87M	0.02%	552
2023 Q3	$9.74M	Buy	+453,019	New	+$9.98M	0.03%	420

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

Wealth Enhancement Advisory Services's CGCP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.3% in Q2 2026, buying an estimated $2.47M and bringing the position to 1,439,149 shares worth $31.9M. The position accounts for 0.05% of the portfolio, ranked #304.

Wealth Enhancement Advisory Services first reported a position in CGCP in Q3 2023 and has held it in 12 quarters since. The position peaked at $34.9M in Q2 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Wealth Enhancement Advisory Services held 1,439,149 shares of Capital Group Core Plus Income ETF worth $31.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 110,376 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.47M.
Capital Group Core Plus Income ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #304 holding.
Wealth Enhancement Advisory Services first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Capital Group Core Plus Income ETF position peaked at $34.9M in Q2 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.