ACA
CGCP icon

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

Aptus Capital 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 		$98.9K Hold
4,425
– – ﹤0.01% 1152
2025
Q4 		$100K Hold
4,425
– – ﹤0.01% 1178
2025
Q3 		$101K Sell
4,425
-975
-18% -$22K ﹤0.01% 1121
2025
Q2 		$122K Buy
5,400
+975
+22% +$21.7K ﹤0.01% 1042
2025
Q1 		$99.3K Buy
4,425
+75
+2% +$1.68K ﹤0.01% 1012
2024
Q4 		$96.6K Buy
4,350
+1,000
+30% +$22.6K ﹤0.01% 1017
2024
Q3 		$77.5K Hold
3,350
– – ﹤0.01% 886
2024
Q2 		$74.4K Sell
3,350
-218,591
-98% -$4.85M ﹤0.01% 850
2024
Q1 		$4.98M Buy
221,941
+20,037
+10% +$451K 0.11% 182
2023
Q4 		$4.58M Buy
201,904
+201,204
+28,743% +$4.39M 0.14% 146
2023
Q3 		$15.1K Buy
+700
New +$15.4K ﹤0.01% 769

Other funds holding CGCP

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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