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

Winch Advisory Services's CGCP Position: Q2 2026 in Review

Winch Advisory Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 78% in Q2 2026, buying an estimated $51.3K and bringing the position to 5,232 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #137.

Winch Advisory Services first reported a position in CGCP in Q1 2023 and has held it in 14 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

• Winch Advisory Services held 5,232 shares of Capital Group Core Plus Income ETF worth $117K as of Q2 2026.
• Winch Advisory Services bought 2,293 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $51.3K.
• Capital Group Core Plus Income ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #137 holding.
• Winch Advisory Services first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 14 quarters since.
• 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.