Equitable Holdings’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Equitable Holdings’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	$11.5M	Buy	511,081 +267,021	+109%	+$6.05M	0.07%	257
2025 Q4	$5.53M	Buy	244,060 +12,631	+5%	+$287K	0.04%	350
2025 Q3	$5.26M	Buy	231,429 +21,517	+10%	+$486K	0.04%	338
2025 Q2	$4.72M	Buy	209,912 +10,010	+5%	+$222K	0.04%	335
2025 Q1	$4.49M	Buy	199,902 +43,691	+28%	+$977K	0.04%	311
2024 Q4	$3.47M	Buy	156,211 +55,497	+55%	+$1.25M	0.03%	348
2024 Q3	$2.33M	Buy	100,714 +26,288	+35%	+$600K	0.02%	450
2024 Q2	$1.65M	Buy	74,426 +25,715	+53%	+$571K	0.02%	513
2024 Q1	$1.09M	Buy	+48,711	New	+$1.1M	0.01%	596

Other funds holding CGCP

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return