Moloney Securities Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Moloney Securities Asset 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
2025 Q3	$1.76M	Sell	77,420 -3,733	-5%	-$84.4K	0.21%	114
2025 Q2	$1.83M	Sell	81,153 -7,577	-9%	-$168K	0.23%	105
2025 Q1	$1.99M	Buy	88,730 +1,094	+1%	+$24.5K	0.27%	90
2024 Q4	$1.95M	Buy	87,636 +7,596	+9%	+$171K	0.26%	98
2024 Q3	$1.85M	Buy	80,040 +11,913	+17%	+$272K	0.25%	100
2024 Q2	$1.51M	Buy	68,127 +20,321	+43%	+$451K	0.22%	113
2024 Q1	$1.07M	Sell	47,806 -9,194	-16%	-$207K	0.16%	153
2023 Q4	$1.29M	Buy	57,000 +30,489	+115%	+$665K	0.21%	119
2023 Q3	$570K	Buy	26,511 +5,547	+26%	+$122K	0.1%	215
2023 Q2	$467K	Buy	+20,964	New	+$474K	0.08%	245

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 $374B AUM 17.66% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 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

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

Moloney Securities Asset Management's CGCP Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 4.6% in Q3 2025, selling an estimated $84.4K and leaving 77,420 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #114.

Moloney Securities Asset Management first reported a position in CGCP in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q1 2025. 268 funds tracked by Wall St. Rank hold CGCP as of Q3 2025.

Moloney Securities Asset Management held 77,420 shares of Capital Group Core Plus Income ETF worth $1.76M as of Q3 2025.
Moloney Securities Asset Management sold 3,733 Capital Group Core Plus Income ETF shares in Q3 2025, an estimated $84.4K.
Capital Group Core Plus Income ETF made up 0.21% of Moloney Securities Asset Management's portfolio in Q3 2025, its #114 holding.
Moloney Securities Asset Management first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 10 quarters since.
Moloney Securities Asset Management's Capital Group Core Plus Income ETF position peaked at $1.99M in Q1 2025.
268 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.