Northwestern Mutual Wealth Management
CGCP icon

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

Northwestern Mutual Wealth 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
Q2 		$141M Sell
6,331,676
-94,542
-1% -$2.11M 0.08% 135
2026
Q1 		$144M Buy
6,426,218
+677,075
+12% +$15.3M 0.09% 116
2025
Q4 		$130M Buy
5,749,143
+506,129
+10% +$11.5M 0.08% 119
2025
Q3 		$119M Buy
5,243,014
+263,219
+5% +$5.95M 0.08% 123
2025
Q2 		$112M Buy
4,979,795
+374,219
+8% +$8.32M 0.08% 119
2025
Q1 		$103M Buy
4,605,576
+453,513
+11% +$10.1M 0.08% 111
2024
Q4 		$92.2M Buy
4,152,063
+719,801
+21% +$16.2M 0.08% 118
2024
Q3 		$79.4M Buy
3,432,262
+1,511,864
+79% +$34.5M 0.07% 132
2024
Q2 		$42.7M Buy
1,920,398
+243,127
+14% +$5.4M 0.04% 218
2024
Q1 		$37.7M Buy
1,677,271
+253,727
+18% +$5.71M 0.04% 234
2023
Q4 		$32.3M Buy
1,423,544
+1,200,308
+538% +$26.2M 0.04% 237
2023
Q3 		$4.8M Buy
223,236
+103,459
+86% +$2.28M 0.01% 510
2023
Q2 		$2.67M Buy
+119,777
New +$2.71M ﹤0.01% 639

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 22.96% 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
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management's CGCP Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 1.5% in Q2 2026, selling an estimated $2.11M and leaving 6,331,676 shares worth $141M. The position accounts for 0.08% of the portfolio, ranked #135.

Northwestern Mutual Wealth Management first reported a position in CGCP in Q2 2023 and has held it in 13 quarters since. The position peaked at $144M in Q1 2026. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Northwestern Mutual Wealth Management held 6,331,676 shares of Capital Group Core Plus Income ETF worth $141M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 94,542 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $2.11M.
  • Capital Group Core Plus Income ETF made up 0.08% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Northwestern Mutual Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Northwestern Mutual Wealth Management's Capital Group Core Plus Income ETF position peaked at $144M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.