AWA
CGCP icon

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

Arkadios Wealth 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 		$1.24M Buy
55,603
+27,725
+99% +$628K 0.02% 691
2025
Q4 		$631K Buy
27,878
+5,347
+24% +$122K 0.01% 902
2025
Q3 		$512K Sell
22,531
-1,186
-5% -$26.8K 0.01% 927
2025
Q2 		$534K Buy
23,717
+1,273
+6% +$28.3K 0.02% 821
2025
Q1 		$504K Buy
22,444
+579
+3% +$12.9K 0.02% 702
2024
Q4 		$485K Buy
21,865
+1,699
+8% +$38.3K 0.03% 553
2024
Q3 		$466K Buy
20,166
+8,160
+68% +$186K 0.03% 561
2024
Q2 		$267K Buy
+12,006
New +$266K 0.02% 672

Other funds holding CGCP

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LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return