Atria Investments’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Atria Investments’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 Q2	$350K	Buy	15,686 +3,252	+26%	+$72.7K	﹤0.01%	1748
2026 Q1	$278K	Buy	+12,434	New	+$282K	﹤0.01%	1801
2025 Q3	–	Sell	-18,137	Closed	-$408K	–	2030
2025 Q2	$408K	Sell	18,137 -5,243	-22%	-$117K	﹤0.01%	1532
2025 Q1	$525K	Sell	23,380 -19,352	-45%	-$433K	0.01%	1333
2024 Q4	$949K	Buy	42,732 +1,564	+4%	+$35.3K	0.01%	1009
2024 Q3	$952K	Sell	41,168 -2,127	-5%	-$48.6K	0.01%	993
2024 Q2	$962K	Sell	43,295 -1,693	-4%	-$37.6K	0.01%	954
2024 Q1	$1.01M	Sell	44,988 -44,313	-50%	-$997K	0.01%	956
2023 Q4	$2.03M	Sell	89,301 -34,563	-28%	-$754K	0.03%	592
2023 Q3	$2.66M	Sell	123,864 -4,409	-3%	-$97.2K	0.05%	464
2023 Q2	$2.86M	Buy	128,273 +38,384	+43%	+$867K	0.05%	439
2023 Q1	$2.05M	Buy	+89,889	New	+$2.03M	0.04%	526

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Investments's CGCP Position: Q2 2026 in Review

Atria Investments increased its Capital Group Core Plus Income ETF (CGCP) stake by 26% in Q2 2026, buying an estimated $72.7K and bringing the position to 15,686 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Atria Investments first reported a position in CGCP in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.86M in Q2 2023. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Atria Investments held 15,686 shares of Capital Group Core Plus Income ETF worth $350K as of Q2 2026.
Atria Investments bought 3,252 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $72.7K.
Capital Group Core Plus Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1748 holding.
Atria Investments first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 12 quarters since.
Atria Investments's Capital Group Core Plus Income ETF position peaked at $2.86M in Q2 2023.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.