FP
CGCP icon

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

Financial Perspectives’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 		$350K Buy
15,656
+26
+0.2% +$589 0.1% 121
2025
Q4 		$354K Buy
15,630
+4,536
+41% +$103K 0.1% 119
2025
Q3 		$252K Buy
11,094
+2,839
+34% +$64.2K 0.07% 139
2025
Q2 		$186K Buy
8,255
+799
+11% +$17.8K 0.06% 155
2025
Q1 		$167K Buy
7,456
+531
+8% +$11.9K 0.06% 156
2024
Q4 		$154K Buy
6,925
+1,354
+24% +$30.6K 0.05% 168
2024
Q3 		$129K Hold
5,571
– – 0.04% 184
2024
Q2 		$124K Hold
5,571
– – 0.05% 180
2024
Q1 		$125K Buy
5,571
+1,247
+29% +$28.1K 0.05% 180
2023
Q4 		$98.1K Buy
4,324
+2,197
+103% +$48K 0.04% 201
2023
Q3 		$45.7K Buy
+2,127
New +$46.9K 0.02% 264

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