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 $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

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

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return