Acima Private Wealth’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Acima Private Wealth’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
2025 Q3	–	Sell	-6,275	Closed	-$141K	–	182
2025 Q2	$141K	Hold	6,275	–	–	0.05%	125
2025 Q1	$141K	Sell	6,275 -40,520	-87%	-$906K	0.05%	124
2024 Q4	$1.04M	Sell	46,795 -67,462	-59%	-$1.52M	0.35%	54
2024 Q3	$2.64M	Sell	114,257 -14,796	-11%	-$338K	0.89%	26
2024 Q2	$2.87M	Buy	129,053 +1,832	+1%	+$40.7K	1.05%	24
2024 Q1	$2.86M	Buy	127,221 +1,686	+1%	+$37.9K	1.05%	24
2023 Q4	$2.85M	Buy	+125,535	New	+$2.74M	1.11%	24

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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 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

Acima Private Wealth's CGCP Position: Q3 2025 in Review

Acima Private Wealth sold out of Capital Group Core Plus Income ETF (CGCP) in Q3 2025, closing a stake of 6,275 shares — an estimated $141K sold.

Acima Private Wealth first reported a position in CGCP in Q4 2023 and held it in 7 quarters. The position peaked at $2.87M in Q2 2024. 268 funds tracked by Wall St. Rank hold CGCP as of Q3 2025.

Acima Private Wealth reported no remaining Capital Group Core Plus Income ETF position as of Q3 2025 after selling out during the quarter.
Acima Private Wealth sold 6,275 Capital Group Core Plus Income ETF shares in Q3 2025, an estimated $141K.
Acima Private Wealth first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and held it in 7 quarters.
Acima Private Wealth's Capital Group Core Plus Income ETF position peaked at $2.87M in Q2 2024.
268 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2025.

Based on Acima Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.