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Kestra Private Wealth Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Kestra Private Wealth Services’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 		$1.9M Buy
85,224
+25,155
+42% +$570K 0.02% 572
2025
Q4 		$1.36M Buy
60,069
+6,892
+13% +$157K 0.02% 675
2025
Q3 		$1.21M Sell
53,177
-27,637
-34% -$625K 0.02% 700
2025
Q2 		$1.82M Sell
80,814
-74,215
-48% -$1.65M 0.03% 524
2025
Q1 		$3.48M Sell
155,029
-51,479
-25% -$1.15M 0.06% 331
2024
Q4 		$4.58M Buy
206,508
+76,809
+59% +$1.73M 0.08% 261
2024
Q3 		$3M Buy
129,699
+21,381
+20% +$488K 0.06% 326
2024
Q2 		$2.41M Buy
108,318
+93,962
+655% +$2.09M 0.05% 350
2024
Q1 		$322K Buy
+14,356
New +$323K 0.01% 984

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