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

National Wealth Management 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
-9,743
Closed -$221K – 252
2025
Q3 		$221K Hold
9,743
– – 0.08% 217
2025
Q2 		$219K Sell
9,743
-888
-8% -$19.7K 0.12% 146
2025
Q1 		$239K Sell
10,631
-100
-0.9% -$2.24K 0.16% 127
2024
Q4 		$238K Buy
10,731
+100
+0.9% +$2.26K 0.16% 126
2024
Q3 		$246K Hold
10,631
– – 0.17% 125
2024
Q2 		$236K Sell
10,631
-225
-2% -$4.99K 0.18% 119
2024
Q1 		$244K Buy
10,856
+1,785
+20% +$40.2K 0.19% 119
2023
Q4 		$206K Buy
+9,071
New +$198K 0.2% 126
2023
Q2 		– Sell
-8,951
Closed -$204K – 135
2023
Q1 		$204K Sell
8,951
-2,142
-19% -$48.5K 0.23% 127
2022
Q4 		$247K Buy
+11,093
New +$246K 0.3% 108

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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

National Wealth Management Group's CGCP Position: Q4 2025 in Review

National Wealth Management Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2025, closing a stake of 9,743 shares — an estimated $221K sold.

National Wealth Management Group first reported a position in CGCP in Q4 2022 and held it in 10 quarters. The position peaked at $247K in Q4 2022. 309 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

  • National Wealth Management Group reported no remaining Capital Group Core Plus Income ETF position as of Q4 2025 after selling out during the quarter.
  • National Wealth Management Group sold 9,743 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $221K.
  • National Wealth Management Group first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and held it in 10 quarters.
  • National Wealth Management Group's Capital Group Core Plus Income ETF position peaked at $247K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on National Wealth Management Group's 13F filing for Q4 2025, filed 12 Jan 2026.