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

Ashton Thomas 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
2026 Q3	$12.8M	Buy	605,682 +67,596	+13%	+$1.48M	0.26%	90
2026 Q2	$12M	Buy	538,086 +45,402	+9%	+$1.02M	0.25%	87
2026 Q1	$11M	Buy	492,684 +57,240	+13%	+$1.3M	0.26%	80
2025 Q4	$9.9M	Buy	435,444 +46,987	+12%	+$1.07M	0.24%	90
2025 Q3	$8.83M	Buy	388,457 +47,490	+14%	+$1.07M	0.23%	105
2025 Q2	$7.67M	Buy	340,967 +82,391	+32%	+$1.83M	0.27%	89
2025 Q1	$5.81M	Buy	258,576 +35,428	+16%	+$792K	0.22%	116
2024 Q4	$4.95M	Buy	223,148 +20,578	+10%	+$464K	0.19%	136
2024 Q3	$4.68M	Buy	202,570 +78,578	+63%	+$1.79M	0.25%	101
2024 Q2	$2.76M	Buy	123,992 +58,783	+90%	+$1.3M	0.15%	154
2024 Q1	$1.46M	Buy	65,209 +40,458	+163%	+$910K	0.08%	248
2023 Q4	$562K	Buy	24,751 +9,003	+57%	+$197K	0.04%	399
2023 Q3	$339K	Buy	+15,748	New	+$347K	0.02%	458

Other funds holding CGCP

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Ashton Thomas Private Wealth's CGCP Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Capital Group Core Plus Income ETF (CGCP) stake by 13% in Q3 2026, buying an estimated $1.48M and bringing the position to 605,682 shares worth $12.8M. The position accounts for 0.26% of the portfolio, ranked #90.

Ashton Thomas Private Wealth first reported a position in CGCP in Q3 2023 and has held it in 13 quarters since. 307 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Ashton Thomas Private Wealth held 605,682 shares of Capital Group Core Plus Income ETF worth $12.8M as of Q3 2026.
Ashton Thomas Private Wealth bought 67,596 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $1.48M.
Capital Group Core Plus Income ETF made up 0.26% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #90 holding.
Ashton Thomas Private Wealth first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 13 quarters since.
307 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.