IA
CGCP icon

IFG Advisory’s Capital Group Core Plus Income ETF CGCP Stock Holding History

IFG Advisory’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 		– Sell
-82,070
Closed -$1.86M – 400
2025
Q4 		$1.86M Buy
82,070
+3,785
+5% +$86.1K 0.08% 256
2025
Q3 		$1.78M Buy
78,285
+11,486
+17% +$260K 0.08% 250
2025
Q2 		$1.5M Buy
66,799
+21,188
+46% +$471K 0.08% 270
2025
Q1 		$1.02M Buy
45,611
+7,782
+21% +$174K 0.06% 317
2024
Q4 		$840K Buy
37,829
+8,783
+30% +$198K 0.05% 330
2024
Q3 		$672K Buy
29,046
+6,942
+31% +$159K 0.04% 309
2024
Q2 		$491K Buy
22,104
+4,168
+23% +$92.5K 0.03% 403
2024
Q1 		$403K Buy
+17,936
New +$403K 0.03% 326

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