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Oak Hill Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$1.5M Buy
66,095
+35,428
+116% +$801K 0.28% 53
2025
Q2 		$685K Buy
+30,667
New +$682K 0.14% 81

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oak Hill Wealth Advisors's CGCP Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 116% in Q3 2025, buying an estimated $801K and bringing the position to 66,095 shares worth $1.5M. The position accounts for 0.28% of the portfolio, ranked #53.

Oak Hill Wealth Advisors first reported a position in CGCP in Q2 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold CGCP as of Q3 2025.

  • Oak Hill Wealth Advisors held 66,095 shares of Capital Group Core Plus Income ETF worth $1.5M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 35,428 Capital Group Core Plus Income ETF shares in Q3 2025, an estimated $801K.
  • Capital Group Core Plus Income ETF made up 0.28% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #53 holding.
  • Oak Hill Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.