BAG
CGCP icon

Bridgewealth Advisory Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bridgewealth Advisory Group’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 		$12.7M Buy
568,795
+80,144
+16% +$1.81M 2.64% 11
2025
Q4 		$11.1M Buy
488,651
+111,012
+29% +$2.53M 2.44% 12
2025
Q3 		$8.58M Buy
377,639
+18,570
+5% +$420K 1.99% 18
2025
Q2 		$8.08M Buy
359,069
+303,168
+542% +$6.74M 2.05% 16
2025
Q1 		$1.25M Sell
55,901
-336,886
-86% -$7.53M 1.65% 20
2024
Q4 		$8.76M Buy
392,787
+66,271
+20% +$1.5M 2.47% 11
2024
Q3 		$7.55M Buy
326,516
+69,232
+27% +$1.58M 2.74% 12
2024
Q2 		$5.72M Buy
257,284
+91,890
+56% +$2.04M 2.53% 14
2024
Q1 		$3.71M Buy
165,394
+144,358
+686% +$3.25M 1.82% 21
2023
Q4 		$477K Buy
+21,036
New +$459K 0.37% 44

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return