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

CarsonAllaria 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 Q3	–	Sell	-1,049	Closed	-$23.6K	–	122
2025 Q2	$23.6K	Hold	1,049	–	–	0.01%	183
2025 Q1	$23.6K	Hold	1,049	–	–	0.01%	180
2024 Q4	$23.3K	Hold	1,049	–	–	0.01%	185
2024 Q3	$24.3K	Hold	1,049	–	–	0.01%	189
2024 Q2	$23.3K	Hold	1,049	–	–	0.01%	184
2024 Q1	$23.6K	Hold	1,049	–	–	0.01%	181
2023 Q4	$23.8K	Hold	1,049	–	–	0.02%	160
2023 Q3	$22.6K	Hold	1,049	–	–	0.02%	153
2023 Q2	$23.4K	Hold	1,049	–	–	0.02%	154
2023 Q1	$23.9K	Sell	1,049 -1,561	-60%	-$35.3K	0.02%	154
2022 Q4	$58K	Sell	2,610 -12,198	-82%	-$271K	0.05%	103
2022 Q3	$324K	Buy	+14,808	New	+$344K	0.3%	39

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 $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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CarsonAllaria Wealth Management's CGCP Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q3 2025, closing a stake of 1,049 shares — an estimated $23.6K sold.

CarsonAllaria Wealth Management first reported a position in CGCP in Q3 2022 and held it in 12 quarters. The position peaked at $324K in Q3 2022. 268 funds tracked by Wall St. Rank hold CGCP as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Capital Group Core Plus Income ETF position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 1,049 Capital Group Core Plus Income ETF shares in Q3 2025, an estimated $23.6K.
CarsonAllaria Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and held it in 12 quarters.
CarsonAllaria Wealth Management's Capital Group Core Plus Income ETF position peaked at $324K in Q3 2022.
268 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.