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Orion Portfolio Solutions’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Orion Portfolio Solutions’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
Q1 		$758K Buy
33,786
+16,916
+100% +$378K 0.01% 1214
2024
Q4 		$375K Buy
+16,870
New +$381K ﹤0.01% 1452

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Orion Portfolio Solutions's CGCP Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Capital Group Core Plus Income ETF (CGCP) stake by 100% in Q1 2025, buying an estimated $378K and bringing the position to 33,786 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #1214.

Orion Portfolio Solutions first reported a position in CGCP in Q4 2024 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold CGCP as of Q1 2025.

  • Orion Portfolio Solutions held 33,786 shares of Capital Group Core Plus Income ETF worth $758K as of Q1 2025.
  • Orion Portfolio Solutions bought 16,916 Capital Group Core Plus Income ETF shares in Q1 2025, an estimated $378K.
  • Capital Group Core Plus Income ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1214 holding.
  • Orion Portfolio Solutions first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.