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

Entruity Wealth’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 		$10.3M Buy
461,768
+27,199
+6% +$616K 7% 4
2025
Q4 		$9.84M Buy
434,569
+201,571
+87% +$4.59M 7.01% 3
2025
Q3 		$5.29M Buy
232,998
+14,326
+7% +$324K 4.11% 9
2025
Q2 		$4.92M Buy
218,672
+14,589
+7% +$324K 4.18% 9
2025
Q1 		$4.58M Buy
204,083
+8,888
+5% +$199K 4.32% 8
2024
Q4 		$4.33M Buy
+195,195
New +$4.4M 4.3% 7

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

Entruity Wealth's CGCP Position: Q1 2026 in Review

Entruity Wealth increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.3% in Q1 2026, buying an estimated $616K and bringing the position to 461,768 shares worth $10.3M. The position accounts for 7% of the portfolio, ranked #4.

Entruity Wealth first reported a position in CGCP in Q4 2024 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Entruity Wealth held 461,768 shares of Capital Group Core Plus Income ETF worth $10.3M as of Q1 2026.
  • Entruity Wealth bought 27,199 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $616K.
  • Capital Group Core Plus Income ETF made up 7% of Entruity Wealth's portfolio in Q1 2026, its #4 holding.
  • Entruity Wealth first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Entruity Wealth's 13F filing for Q1 2026, filed 8 May 2026.