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Westside Investment Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Westside Investment Management’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 		$55.7K Hold
2,500
– – 0.01% 559
2026
Q1 		$56K Buy
+2,500
New +$56.6K 0.01% 534

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Envestnet Asset Management
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Cetera Investment Advisers
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Westside Investment Management's CGCP Position: Q2 2026 in Review

Westside Investment Management held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2026 at 2,500 shares worth $55.7K. The position accounts for 0.01% of the portfolio, ranked #559.

Westside Investment Management first reported a position in CGCP in Q1 2026 and has held it in 2 quarters since. The position peaked at $56K in Q1 2026. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Westside Investment Management held 2,500 shares of Capital Group Core Plus Income ETF worth $55.7K as of Q2 2026.
  • Westside Investment Management left its Capital Group Core Plus Income ETF share count unchanged in Q2 2026.
  • Capital Group Core Plus Income ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #559 holding.
  • Westside Investment Management first reported a position in Capital Group Core Plus Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Westside Investment Management's Capital Group Core Plus Income ETF position peaked at $56K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.