CFA
CGCP icon

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

CWS Financial 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 		$768K Buy
34,361
+608
+2% +$13.8K 0.2% 69
2025
Q4 		$764K Buy
33,753
+575
+2% +$13.1K 0.21% 67
2025
Q3 		$754K Buy
33,178
+2,735
+9% +$61.8K 0.21% 61
2025
Q2 		$685K Buy
30,443
+6,206
+26% +$138K 0.2% 62
2025
Q1 		$544K Buy
24,237
+237
+1% +$5.3K 0.17% 72
2024
Q4 		$533K Buy
24,000
+974
+4% +$22K 0.17% 64
2024
Q3 		$532K Buy
23,026
+3,264
+17% +$74.6K 0.19% 61
2024
Q2 		$439K Buy
19,762
+4,555
+30% +$101K 0.17% 66
2024
Q1 		$342K Buy
15,207
+1,187
+8% +$26.7K 0.14% 79
2023
Q4 		$318K Buy
+14,020
New +$306K 0.12% 114

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