M1FG
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Mach-1 Financial Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Mach-1 Financial Group’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
2025
Q4 		– Sell
-13,924
Closed -$316K – 317
2025
Q3 		$316K Buy
+13,924
New +$315K 0.05% 167

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mach-1 Financial Group's CGCP Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2025, closing a stake of 13,924 shares — an estimated $316K sold.

Mach-1 Financial Group first reported a position in CGCP in Q3 2025 and held it in 1 quarter. The position peaked at $316K in Q3 2025. 309 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

  • Mach-1 Financial Group reported no remaining Capital Group Core Plus Income ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 13,924 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $316K.
  • Mach-1 Financial Group first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's Capital Group Core Plus Income ETF position peaked at $316K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.