Envestnet Portfolio Solutions
CGCP icon

Envestnet Portfolio Solutions’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Envestnet Portfolio Solutions’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 		$1.66M Buy
74,116
+16,499
+29% +$374K 0.01% 501
2025
Q4 		$1.3M Buy
57,617
+16,581
+40% +$377K ﹤0.01% 671
2025
Q3 		$932K Buy
41,036
+11,199
+38% +$253K ﹤0.01% 762
2025
Q2 		$671K Sell
29,837
-26,112
-47% -$580K ﹤0.01% 967
2025
Q1 		$1.26M Buy
55,949
+16,156
+41% +$361K ﹤0.01% 730
2024
Q4 		$883K Buy
39,793
+7,700
+24% +$174K ﹤0.01% 981
2024
Q3 		$742K Buy
32,093
+16,481
+106% +$376K ﹤0.01% 1019
2024
Q2 		$347K Buy
+15,612
New +$346K ﹤0.01% 1296

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