Ethos Capital Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Ethos Capital Management’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 Q3	$860K	Sell	40,634 -74	-0.2%	-$1.62K	0.57%	37
2026 Q2	$907K	Sell	40,708 -20,649	-34%	-$462K	0.65%	39
2026 Q1	$1.37M	Sell	61,357 -9,459	-13%	-$214K	1.18%	37
2025 Q4	$1.6M	Buy	+70,816	New	+$1.61M	1.51%	21

Other funds holding CGCP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Ethos Capital Management's CGCP Position: Q3 2026 in Review

Ethos Capital Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 0.18% in Q3 2026, selling an estimated $1.62K and leaving 40,634 shares worth $860K. The position accounts for 0.57% of the portfolio, ranked #37.

Ethos Capital Management first reported a position in CGCP in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q4 2025. 226 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Ethos Capital Management held 40,634 shares of Capital Group Core Plus Income ETF worth $860K as of Q3 2026.
Ethos Capital Management sold 74 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $1.62K.
Capital Group Core Plus Income ETF made up 0.57% of Ethos Capital Management's portfolio in Q3 2026, its #37 holding.
Ethos Capital Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 4 quarters since.
Ethos Capital Management's Capital Group Core Plus Income ETF position peaked at $1.6M in Q4 2025.
226 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Ethos Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.