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

Wealthcare Capital 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	$708K	Buy	31,749 +114	+0.4%	+$2.55K	0.29%	70
2026 Q1	$707K	Buy	31,635 +6,141	+24%	+$139K	0.33%	60
2025 Q4	$577K	Sell	25,494 -2,702	-10%	-$61.5K	0.27%	73
2025 Q3	$641K	Buy	28,196 +3,520	+14%	+$79.5K	0.29%	60
2025 Q2	$555K	Buy	24,676 +10,808	+78%	+$240K	0.28%	64
2025 Q1	$311K	Buy	+13,868	New	+$310K	0.16%	99

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 22.9% 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

Wealthcare Capital Partners's CGCP Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.36% in Q2 2026, buying an estimated $2.55K and bringing the position to 31,749 shares worth $708K. The position accounts for 0.29% of the portfolio, ranked #70.

Wealthcare Capital Partners first reported a position in CGCP in Q1 2025 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Wealthcare Capital Partners held 31,749 shares of Capital Group Core Plus Income ETF worth $708K as of Q2 2026.
Wealthcare Capital Partners bought 114 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.55K.
Capital Group Core Plus Income ETF made up 0.29% of Wealthcare Capital Partners's portfolio in Q2 2026, its #70 holding.
Wealthcare Capital Partners first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 6 quarters since.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.