Madison Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Madison Wealth Partners’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	$776K	Buy	34,745 +1,673	+5%	+$37.9K	0.12%	85
2025 Q4	$749K	Buy	33,072 +283	+0.9%	+$6.44K	0.14%	73
2025 Q3	$745K	Sell	32,789 -2,813	-8%	-$63.6K	0.15%	71
2025 Q2	$801K	Buy	35,602 +219	+0.6%	+$4.87K	0.17%	62
2025 Q1	$794K	Buy	35,383 +366	+1%	+$8.19K	0.2%	59
2024 Q4	$777K	Buy	35,017 +6,478	+23%	+$146K	0.22%	58
2024 Q3	$660K	Sell	28,539 -115	-0.4%	-$2.63K	0.2%	67
2024 Q2	$637K	Hold	28,654	–	–	0.22%	59
2024 Q1	$644K	Hold	28,654	–	–	0.23%	57
2023 Q4	$650K	Sell	28,654 -2,961	-9%	-$64.6K	0.26%	53
2023 Q3	$680K	Buy	31,615 +17,247	+120%	+$380K	0.34%	35
2023 Q2	$320K	Hold	14,368	–	–	0.15%	64
2023 Q1	$327K	Sell	14,368 -2,832	-16%	-$64.1K	0.17%	61
2022 Q4	$383K	Buy	+17,200	New	+$382K	0.22%	50

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Madison Wealth Partners's CGCP Position: Q1 2026 in Review

Madison Wealth Partners increased its Capital Group Core Plus Income ETF (CGCP) stake by 5.1% in Q1 2026, buying an estimated $37.9K and bringing the position to 34,745 shares worth $776K. The position accounts for 0.12% of the portfolio, ranked #85.

Madison Wealth Partners first reported a position in CGCP in Q4 2022 and has held it in 14 quarters since. The position peaked at $801K in Q2 2025. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Madison Wealth Partners held 34,745 shares of Capital Group Core Plus Income ETF worth $776K as of Q1 2026.
Madison Wealth Partners bought 1,673 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $37.9K.
Capital Group Core Plus Income ETF made up 0.12% of Madison Wealth Partners's portfolio in Q1 2026, its #85 holding.
Madison Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 14 quarters since.
Madison Wealth Partners's Capital Group Core Plus Income ETF position peaked at $801K in Q2 2025.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.