Clearview Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Clearview Wealth Advisors’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 Q4	$13.7M	Buy	603,327 +1,866	+0.3%	+$42.5K	8.66%	1
2025 Q3	$13.7M	Buy	601,461 +51,910	+9%	+$1.17M	8.75%	1
2025 Q2	$12.4M	Buy	549,551 +16,824	+3%	+$374K	8.61%	1
2025 Q1	$12M	Sell	532,727 -11,448	-2%	-$256K	8.94%	1
2024 Q4	$12.1M	Buy	544,175 +28,605	+6%	+$646K	9.18%	1
2024 Q3	$11.9M	Buy	515,570 +70,141	+16%	+$1.6M	9.19%	1
2024 Q2	$9.9M	Buy	+445,429	New	+$9.89M	8.64%	1

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Clearview Wealth Advisors's CGCP Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.31% in Q4 2025, buying an estimated $42.5K and bringing the position to 603,327 shares worth $13.7M. The position accounts for 8.66% of the portfolio, ranked #1.

Clearview Wealth Advisors first reported a position in CGCP in Q2 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q3 2025. 308 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

Clearview Wealth Advisors held 603,327 shares of Capital Group Core Plus Income ETF worth $13.7M as of Q4 2025.
Clearview Wealth Advisors bought 1,866 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $42.5K.
Capital Group Core Plus Income ETF made up 8.66% of Clearview Wealth Advisors's portfolio in Q4 2025, its #1 holding.
Clearview Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 7 quarters since.
Clearview Wealth Advisors's Capital Group Core Plus Income ETF position peaked at $13.7M in Q3 2025.
308 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.