Carson Wealth (CWM LLC)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Carson Wealth (CWM LLC)’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	$66.4K	Buy	2,972 +425	+17%	+$9.62K	﹤0.01%	3597
2025 Q4	$58K	Sell	2,547 -511	-17%	-$11.6K	﹤0.01%	3488
2025 Q3	$69K	Sell	3,058 -11,724	-79%	-$265K	﹤0.01%	3256
2025 Q2	$333K	Buy	14,782 +11,052	+296%	+$246K	﹤0.01%	1795
2025 Q1	$84K	Buy	+3,730	New	+$83.4K	﹤0.01%	2569
2023 Q4	–	Sell	-1,056	Closed	-$23K	–	4167
2023 Q3	$23K	Hold	1,056	–	–	﹤0.01%	2588
2023 Q2	$24K	Hold	1,056	–	–	﹤0.01%	2508
2023 Q1	$24K	Hold	1,056	–	–	﹤0.01%	2364
2022 Q4	$24K	Hold	1,056	–	–	﹤0.01%	2232
2022 Q3	$23K	Hold	1,056	–	–	﹤0.01%	2135
2022 Q2	$25K	Buy	+1,056	New	+$25.3K	﹤0.01%	1979

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CGCP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Capital Group Core Plus Income ETF (CGCP) stake by 17% in Q1 2026, buying an estimated $9.62K and bringing the position to 2,972 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3597.

Carson Wealth (CWM LLC) first reported a position in CGCP in Q2 2022 and has held it in 11 quarters since. The position peaked at $333K in Q2 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Carson Wealth (CWM LLC) held 2,972 shares of Capital Group Core Plus Income ETF worth $66.4K as of Q1 2026.
Carson Wealth (CWM LLC) bought 425 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $9.62K.
Capital Group Core Plus Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3597 holding.
Carson Wealth (CWM LLC) first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Capital Group Core Plus Income ETF position peaked at $333K in Q2 2025.
311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.