IPA
CGCP icon

Investment Planning Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Investment Planning Advisors’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 		$7.52M Buy
336,728
+3,945
+1% +$89.3K 2.07% 12
2025
Q4 		$7.53M Buy
332,783
+104,629
+46% +$2.38M 2.19% 14
2025
Q3 		$5.18M Sell
228,154
-613,214
-73% -$13.9M 1.63% 13
2025
Q2 		$18.9M Sell
841,368
-24,211
-3% -$538K 6.69% 6
2025
Q1 		$19.4M Sell
865,579
-20,531
-2% -$459K 7.9% 5
2024
Q4 		$19.7M Buy
886,110
+317,579
+56% +$7.17M 8.59% 2
2024
Q3 		$12.6M Hold
568,531
– – 6.45% 5
2024
Q2 		$12.6M Buy
+568,531
New +$12.6M 6.45% 5

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