CAWM
CGCP icon

Capital A Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Capital A Wealth 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
2025
Q2 		– Sell
-618
Closed -$13.9K – 494
2025
Q1 		$13.9K Sell
618
-46
-7% -$1.03K 0.01% 264
2024
Q4 		$14.7K Buy
+664
New +$15K 0.02% 272

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM

Capital A Wealth Management's CGCP Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2025, closing a stake of 618 shares — an estimated $13.9K sold.

Capital A Wealth Management first reported a position in CGCP in Q4 2024 and held it in 2 quarters. The position peaked at $14.7K in Q4 2024. 263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group Core Plus Income ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 618 Capital Group Core Plus Income ETF shares in Q2 2025, an estimated $13.9K.
  • Capital A Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital Group Core Plus Income ETF position peaked at $14.7K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.