Yarger Wealth Strategies’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Yarger Wealth Strategies’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	$211K	Buy	9,540 +113	+1%	+$2.53K	0.08%	134
2026 Q1	$211K	Buy	9,427 +103	+1%	+$2.33K	0.08%	121
2025 Q4	$211K	Buy	9,324 +125	+1%	+$2.85K	0.09%	119
2025 Q3	$209K	Buy	9,199 +120	+1%	+$2.71K	0.1%	118
2025 Q2	$204K	Buy	9,079 +111	+1%	+$2.47K	0.11%	107
2025 Q1	$201K	Buy	+8,968	New	+$201K	0.12%	96
2024 Q4	–	Sell	-24,015	Closed	-$555K	–	92
2024 Q3	$555K	Sell	24,015 -1,204	-5%	-$27.5K	0.31%	47
2024 Q2	$560K	Buy	25,219 +431	+2%	+$9.56K	0.34%	46
2024 Q1	$557K	Buy	24,788 +309	+1%	+$6.95K	0.38%	44
2023 Q4	$556K	Sell	24,479 -989	-4%	-$21.6K	0.45%	36
2023 Q3	$548K	Buy	25,468 +242	+1%	+$5.33K	0.47%	32
2023 Q2	$562K	Sell	25,226 -60,839	-71%	-$1.37M	0.5%	32
2023 Q1	$1.96M	Buy	+86,065	New	+$1.95M	2.15%	17

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

Yarger Wealth Strategies's CGCP Position: Q2 2026 in Review

Yarger Wealth Strategies increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.2% in Q2 2026, buying an estimated $2.53K and bringing the position to 9,540 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #134.

Yarger Wealth Strategies first reported a position in CGCP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.96M in Q1 2023. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Yarger Wealth Strategies held 9,540 shares of Capital Group Core Plus Income ETF worth $211K as of Q2 2026.
Yarger Wealth Strategies bought 113 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.53K.
Capital Group Core Plus Income ETF made up 0.08% of Yarger Wealth Strategies's portfolio in Q2 2026, its #134 holding.
Yarger Wealth Strategies first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 13 quarters since.
Yarger Wealth Strategies's Capital Group Core Plus Income ETF position peaked at $1.96M in Q1 2023.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.