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

Atlas Legacy 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	$537K	Hold	24,058	–	–	0.1%	125
2025 Q4	$545K	Sell	24,058 -1,051	-4%	-$23.9K	0.1%	131
2025 Q3	$570K	Buy	25,109 +8,140	+48%	+$184K	0.11%	119
2025 Q2	$382K	Hold	16,969	–	–	0.08%	134
2025 Q1	$382K	Sell	16,969 -171	-1%	-$3.83K	0.1%	124
2024 Q4	$381K	Buy	+17,140	New	+$387K	0.09%	127

Other funds holding CGCP

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return