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

Quadcap 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
2025 Q4	–	Sell	-874,900	Closed	-$19.9M	–	399
2025 Q3	$19.9M	Buy	874,900 +66,647	+8%	+$1.51M	2.34%	4
2025 Q2	$18.2M	Buy	808,253 +77,185	+11%	+$1.72M	2.31%	4
2025 Q1	$16.4M	Buy	731,068 +720,963	+7,135%	+$16.1M	2.38%	4
2024 Q4	$224K	Buy	+10,105	New	+$228K	0.03%	346

Other funds holding CGCP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Quadcap Wealth Management's CGCP Position: Q4 2025 in Review

Quadcap Wealth Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2025, closing a stake of 874,900 shares — an estimated $19.9M sold.

Quadcap Wealth Management first reported a position in CGCP in Q4 2024 and held it in 4 quarters. The position peaked at $19.9M in Q3 2025. 309 funds tracked by Wall St. Rank hold CGCP as of Q4 2025.

Quadcap Wealth Management reported no remaining Capital Group Core Plus Income ETF position as of Q4 2025 after selling out during the quarter.
Quadcap Wealth Management sold 874,900 Capital Group Core Plus Income ETF shares in Q4 2025, an estimated $19.9M.
Quadcap Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and held it in 4 quarters.
Quadcap Wealth Management's Capital Group Core Plus Income ETF position peaked at $19.9M in Q3 2025.
309 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2025.

Based on Quadcap Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.