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CKW Financial Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

CKW Financial Group’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 		– Sell
-214
Closed -$5K – 157
2025
Q4 		$5K Buy
+214
New +$4.87K ﹤0.01% 136

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CKW Financial Group's CGCP Position: Q1 2026 in Review

CKW Financial Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 214 shares — an estimated $5K sold.

CKW Financial Group first reported a position in CGCP in Q4 2025 and held it in 1 quarter. The position peaked at $5K in Q4 2025. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • CKW Financial Group reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
  • CKW Financial Group sold 214 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $5K.
  • CKW Financial Group first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and held it in 1 quarter.
  • CKW Financial Group's Capital Group Core Plus Income ETF position peaked at $5K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on CKW Financial Group's 13F filing for Q1 2026, filed 7 May 2026.