Belpointe Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Belpointe Asset Management’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	$2.8M	Sell	125,123 -9,983	-7%	-$226K	0.1%	182
2025 Q4	$3.06M	Buy	135,106 +2,310	+2%	+$52.6K	0.11%	157
2025 Q3	$3.02M	Sell	132,796 -3,020	-2%	-$68.2K	0.12%	153
2025 Q2	$3.06M	Buy	135,816 +3,450	+3%	+$76.7K	0.13%	142
2025 Q1	$2.97M	Buy	132,366 +4,300	+3%	+$96.2K	0.15%	125
2024 Q4	$2.93M	Hold	128,066	–	–	0.18%	118
2024 Q3	$2.96M	Buy	128,066 +7,680	+6%	+$175K	0.18%	114
2024 Q2	$2.67M	Buy	120,386 +336	+0.3%	+$7.46K	0.19%	105
2024 Q1	$2.7M	Buy	120,050 +26,760	+29%	+$602K	0.2%	110
2023 Q4	$2.12M	Buy	93,290 +24,390	+35%	+$532K	0.19%	109
2023 Q3	$1.48M	Buy	+68,900	New	+$1.52M	0.15%	133

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