CIAS
CGCP icon

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

Capital Investment Advisory Services’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 		$609K Buy
27,266
+1,968
+8% +$44.6K 0.04% 357
2025
Q4 		$573K Buy
25,298
+12,504
+98% +$285K 0.04% 357
2025
Q3 		$291K Buy
12,794
+8,847
+224% +$200K 0.02% 485
2025
Q2 		$88.8K Buy
3,947
+2,603
+194% +$57.9K 0.01% 669
2025
Q1 		$30.2K Hold
1,344
– – ﹤0.01% 768
2024
Q4 		$29.8K Sell
1,344
-148
-10% -$3.34K ﹤0.01% 715
2024
Q3 		$34.5K Buy
+1,492
New +$34.1K ﹤0.01% 737

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Envestnet Asset Management
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Cetera Investment Advisers
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Raymond James Financial
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Northwestern Mutual Wealth Management
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P
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return