CIA
CGCP icon

Concurrent Investment Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Concurrent Investment 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
2026
Q1 		$5.4M Sell
241,797
-196,820
-45% -$4.46M 0.06% 343
2025
Q4 		$9.93M Buy
438,617
+148,065
+51% +$3.37M 0.11% 184
2025
Q3 		$6.6M Sell
290,552
-92,042
-24% -$2.08M 0.11% 192
2025
Q2 		$8.61M Buy
382,594
+22,454
+6% +$499K 0.17% 133
2025
Q1 		$8.09M Buy
360,140
+18,199
+5% +$407K 0.2% 113
2024
Q4 		$7.59M Buy
341,941
+11,831
+4% +$267K 0.21% 102
2024
Q3 		$7.63M Buy
330,110
+22,391
+7% +$511K 0.23% 102
2024
Q2 		$6.84M Buy
307,719
+113,279
+58% +$2.51M 0.23% 102
2024
Q1 		$4.37M Buy
+194,440
New +$4.37M 0.18% 132

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return