Carolinas Wealth Consulting’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Carolinas Wealth Consulting’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	-28,843	Closed	-$648K	–	148
2025 Q1	$648K	Sell	28,843 -3	-0%	-$67	0.14%	80
2024 Q4	$640K	Sell	28,846 -408	-1%	-$9.21K	0.13%	92
2024 Q3	$678K	Buy	29,254 +3,075	+12%	+$70.2K	0.12%	89
2024 Q2	$584K	Buy	26,179 +801	+3%	+$17.8K	0.11%	94
2024 Q1	$570K	Buy	25,378 +25,352	+97,508%	+$570K	0.11%	89
2023 Q4	$592	Hold	26	–	–	﹤0.01%	898
2023 Q3	$545	Buy	26 +1	+4%	+$22	﹤0.01%	920
2023 Q2	$564	Hold	25	–	–	﹤0.01%	983
2023 Q1	$570	Buy	+25	New	+$566	﹤0.01%	981

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 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 $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Carolinas Wealth Consulting's CGCP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2025, closing a stake of 28,843 shares — an estimated $648K sold.

Carolinas Wealth Consulting first reported a position in CGCP in Q1 2023 and held it in 9 quarters. The position peaked at $678K in Q3 2024. 263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Capital Group Core Plus Income ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 28,843 Capital Group Core Plus Income ETF shares in Q2 2025, an estimated $648K.
Carolinas Wealth Consulting first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and held it in 9 quarters.
Carolinas Wealth Consulting's Capital Group Core Plus Income ETF position peaked at $678K in Q3 2024.
263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.