AFA
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AA Financial Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

AA Financial 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
Q1 		$10.9M Sell
487,639
-323,687
-40% -$7.33M 1.53% 14
2025
Q4 		$18.4M Sell
811,326
-14,314
-2% -$326K 3.4% 5
2025
Q3 		$18.8M Buy
825,640
+77,786
+10% +$1.76M 3.69% 4
2025
Q2 		$16.8M Sell
747,854
-5,332
-0.7% -$119K 3.63% 4
2025
Q1 		$16.9M Buy
753,186
+160,211
+27% +$3.58M 4.13% 4
2024
Q4 		$13.2M Buy
592,975
+28,631
+5% +$646K 3.51% 4
2024
Q3 		$13M Buy
564,344
+123,568
+28% +$2.82M 3.78% 4
2024
Q2 		$9.79M Buy
440,776
+71,957
+20% +$1.6M 3.45% 3
2024
Q1 		$8.28M Buy
368,819
+20,194
+6% +$454K 3.34% 4
2023
Q4 		$7.91M Buy
+348,625
New +$7.61M 5.27% 3

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return