CA
CGCP icon

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

CoreCap 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
Q2 		$278K Sell
12,458
-306
-2% -$6.84K 0.01% 731
2026
Q1 		$285K Buy
12,764
+1,325
+12% +$30K 0.01% 673
2025
Q4 		$259K Buy
11,439
+847
+8% +$19.3K 0.01% 704
2025
Q3 		$241K Buy
10,592
+3,049
+40% +$68.9K 0.01% 746
2025
Q2 		$170K Buy
7,543
+748
+11% +$16.6K 0.01% 794
2025
Q1 		$153K Buy
6,795
+413
+6% +$9.24K 0.01% 750
2024
Q4 		$142K Buy
6,382
+2,886
+83% +$65.1K 0.01% 807
2024
Q3 		$80.8K Buy
3,496
+1,027
+42% +$23.5K ﹤0.01% 1006
2024
Q2 		$54.9K Buy
+2,469
New +$54.8K 0.01% 639

Other funds holding CGCP

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return