Aprio Wealth Management
CGCP icon

Aprio Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Aprio Wealth Management’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
Q3 		$16.1M Sell
760,605
-69,756
-8% -$1.53M 0.73% 38
2026
Q2 		$18.5M Sell
830,361
-129,870
-14% -$2.91M 0.91% 28
2026
Q1 		$21.5M Buy
960,231
+40,253
+4% +$912K 1.17% 21
2025
Q4 		$20.8M Buy
+919,978
New +$20.9M 1.2% 22

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Aprio Wealth Management's CGCP Position: Q3 2026 in Review

Aprio Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 8.4% in Q3 2026, selling an estimated $1.53M and leaving 760,605 shares worth $16.1M. The position accounts for 0.73% of the portfolio, ranked #38.

Aprio Wealth Management first reported a position in CGCP in Q4 2025 and has held it in 4 quarters since. The position peaked at $21.5M in Q1 2026. 265 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Aprio Wealth Management held 760,605 shares of Capital Group Core Plus Income ETF worth $16.1M as of Q3 2026.
  • Aprio Wealth Management sold 69,756 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $1.53M.
  • Capital Group Core Plus Income ETF made up 0.73% of Aprio Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Aprio Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Capital Group Core Plus Income ETF position peaked at $21.5M in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.