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World Investment Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

World Investment Advisors’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 		$2.79M Buy
125,028
+679
+0.5% +$15.2K 0.05% 394
2026
Q1 		$2.78M Buy
124,349
+39,121
+46% +$886K 0.04% 397
2025
Q4 		$1.93M Buy
85,228
+37,262
+78% +$848K 0.03% 476
2025
Q3 		$1.09M Buy
47,966
+3,772
+9% +$85.2K 0.02% 541
2025
Q2 		$994K Buy
44,194
+2,369
+6% +$52.7K 0.02% 523
2025
Q1 		$939K Sell
41,825
-1,280
-3% -$28.6K 0.02% 532
2024
Q4 		$957K Buy
43,105
+20,148
+88% +$455K 0.03% 483
2024
Q3 		$531K Buy
22,957
+13,450
+141% +$307K 0.02% 582
2024
Q2 		$211K Buy
+9,507
New +$211K 0.01% 581
2022
Q2 		– Sell
-11,851
Closed -$300K – 261
2022
Q1 		$300K Buy
+11,851
New +$300K 0.06% 201

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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

World Investment Advisors's CGCP Position: Q2 2026 in Review

World Investment Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.55% in Q2 2026, buying an estimated $15.2K and bringing the position to 125,028 shares worth $2.79M. The position accounts for 0.05% of the portfolio, ranked #394.

World Investment Advisors first reported a position in CGCP in Q1 2022 and has held it in 10 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • World Investment Advisors held 125,028 shares of Capital Group Core Plus Income ETF worth $2.79M as of Q2 2026.
  • World Investment Advisors bought 679 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $15.2K.
  • Capital Group Core Plus Income ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #394 holding.
  • World Investment Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2022 and has held it in 10 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.