IWC
CGCP icon

Integrated Wealth Concepts’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Integrated Wealth Concepts’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 		$660K Buy
29,526
+5,028
+21% +$114K 0.01% 1376
2025
Q4 		$555K Buy
24,498
+2,110
+9% +$48K 0.01% 1041
2025
Q3 		$509K Sell
22,388
-2,506
-10% -$56.6K ﹤0.01% 1332
2025
Q2 		$560K Buy
24,894
+9,974
+67% +$222K 0.01% 1211
2025
Q1 		$335K Buy
14,920
+5,790
+63% +$130K ﹤0.01% 1344
2024
Q4 		$203K Hold
9,130
– – ﹤0.01% 1596
2024
Q3 		$211K Sell
9,130
-425
-4% -$9.71K ﹤0.01% 1533
2024
Q2 		$212K Hold
9,555
– – ﹤0.01% 1491
2024
Q1 		$215K Buy
+9,555
New +$215K ﹤0.01% 1491

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