MLRA
CGCP icon

Main Line Retirement Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Main Line Retirement 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 		$18.7M Buy
835,729
+475
+0.1% +$10.8K 9.32% 4
2025
Q4 		$18.9M Sell
835,254
-6,214
-0.7% -$141K 9.57% 4
2025
Q3 		$19.1M Buy
841,468
+41,745
+5% +$943K 9.81% 5
2025
Q2 		$18M Sell
799,723
-16,526
-2% -$367K 10.25% 3
2025
Q1 		$18.3M Buy
816,249
+20,609
+3% +$461K 11.9% 1
2024
Q4 		$17.7M Sell
795,640
-66,289
-8% -$1.5M 11.64% 1
2024
Q3 		$19.9M Buy
861,929
+43,711
+5% +$998K 13.66% 1
2024
Q2 		$18.2M Buy
818,218
+30,153
+4% +$669K 13.91% 1
2024
Q1 		$17.7M Buy
788,065
+83,405
+12% +$1.88M 13.91% 1
2023
Q4 		$16M Buy
+704,660
New +$15.4M 13.89% 1
2023
Q2 		$14.2M Buy
+637,894
New +$14.4M 13.35% 1

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return