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 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 $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 $666B AUM 30.12% 1-Year Est. Return

Atria Investments's CGCP Position: Q1 2026 in Review

Atria Investments opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q1 2026: 12,434 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1801 among its holdings. This is a return to the name: Atria Investments previously reported a position in CGCP as recently as Q2 2025.

Atria Investments first reported a position in CGCP in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.86M in Q2 2023. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Atria Investments held 12,434 shares of Capital Group Core Plus Income ETF worth $278K as of Q1 2026.
Capital Group Core Plus Income ETF was a new Atria Investments position in Q1 2026.
Capital Group Core Plus Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1801 holding.
Atria Investments first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 11 quarters since.
Atria Investments's Capital Group Core Plus Income ETF position peaked at $2.86M in Q2 2023.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.