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MAI Capital Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

MAI Capital Management’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 		$58K Sell
2,595
-2,512
-49% -$56.9K ﹤0.01% 2145
2025
Q4 		$116K Buy
5,107
+74
+1% +$1.68K ﹤0.01% 1567
2025
Q3 		$114K Buy
5,033
+3,006
+148% +$67.9K ﹤0.01% 1504
2025
Q2 		$45.6K Buy
+2,027
New +$45.1K ﹤0.01% 1901

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

MAI Capital Management's CGCP Position: Q1 2026 in Review

MAI Capital Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 49% in Q1 2026, selling an estimated $56.9K and leaving 2,595 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

MAI Capital Management first reported a position in CGCP in Q2 2025 and has held it in 4 quarters since. The position peaked at $116K in Q4 2025. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • MAI Capital Management held 2,595 shares of Capital Group Core Plus Income ETF worth $58K as of Q1 2026.
  • MAI Capital Management sold 2,512 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $56.9K.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2145 holding.
  • MAI Capital Management first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 4 quarters since.
  • MAI Capital Management's Capital Group Core Plus Income ETF position peaked at $116K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.