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

Congress 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 Q2	$1.05M	Buy	46,702 +10,876	+30%	+$242K	0.01%	694
2025 Q1	$805K	Buy	+35,826	New	+$801K	0.01%	677

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 22.9% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

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

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

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

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

Congress Wealth Management's CGCP Position: Q2 2025 in Review

Congress Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 30% in Q2 2025, buying an estimated $242K and bringing the position to 46,702 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #694.

Congress Wealth Management first reported a position in CGCP in Q1 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

Congress Wealth Management held 46,702 shares of Capital Group Core Plus Income ETF worth $1.05M as of Q2 2025.
Congress Wealth Management bought 10,876 Capital Group Core Plus Income ETF shares in Q2 2025, an estimated $242K.
Capital Group Core Plus Income ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #694 holding.
Congress Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 2 quarters since.
263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.