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

Atria Wealth Solutions’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
2025 Q2	$6.57M	Sell	292,485 -63,528	-18%	-$1.41M	0.15%	159
2025 Q1	$8M	Buy	356,013 +144,128	+68%	+$3.22M	0.1%	221
2024 Q4	$4.7M	Buy	211,885 +50,925	+32%	+$1.15M	0.05%	367
2024 Q3	$3.72M	Buy	160,960 +38,280	+31%	+$874K	0.04%	424
2024 Q2	$2.73M	Sell	122,680 -36,146	-23%	-$802K	0.03%	525
2024 Q1	$3.57M	Buy	158,826 +1,109	+0.7%	+$24.9K	0.04%	437
2023 Q4	$3.58M	Buy	157,717 +37,289	+31%	+$814K	0.04%	407
2023 Q3	$2.59M	Sell	120,428 -27,125	-18%	-$598K	0.04%	481
2023 Q2	$3.28M	Buy	147,553 +35,865	+32%	+$810K	0.04%	407
2023 Q1	$2.55M	Buy	+111,688	New	+$2.53M	0.04%	459
2022 Q4	–	Sell	-11,827	Closed	-$259K	–	1808
2022 Q3	$259K	Buy	11,827 +2,839	+32%	+$66K	﹤0.01%	1393
2022 Q2	$210K	Buy	+8,988	New	+$216K	﹤0.01%	1429

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 22.96% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

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

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

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

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

Atria Wealth Solutions's CGCP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Core Plus Income ETF (CGCP) stake by 18% in Q2 2025, selling an estimated $1.41M and leaving 292,485 shares worth $6.57M. The position accounts for 0.15% of the portfolio, ranked #159.

Atria Wealth Solutions first reported a position in CGCP in Q2 2022 and has held it in 12 quarters since. The position peaked at $8M in Q1 2025. 263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

Atria Wealth Solutions held 292,485 shares of Capital Group Core Plus Income ETF worth $6.57M as of Q2 2025.
Atria Wealth Solutions sold 63,528 Capital Group Core Plus Income ETF shares in Q2 2025, an estimated $1.41M.
Capital Group Core Plus Income ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #159 holding.
Atria Wealth Solutions first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's Capital Group Core Plus Income ETF position peaked at $8M in Q1 2025.
263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.