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Sanctuary Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Sanctuary 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 		– Sell
-20,959
Closed -$472K – 2431
2025
Q2 		$472K Sell
20,959
-6,476
-24% -$144K ﹤0.01% 1666
2025
Q1 		$616K Sell
27,435
-526,418
-95% -$11.8M ﹤0.01% 1391
2024
Q4 		$12.4M Buy
553,853
+15,883
+3% +$358K 0.08% 267
2024
Q3 		$12.1M Buy
537,970
+418,775
+351% +$9.57M 0.08% 277
2024
Q2 		$2.62M Buy
+119,195
New +$2.65M 0.02% 693

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

Sanctuary Advisors's CGCP Position: Q3 2025 in Review

Sanctuary Advisors sold out of Capital Group Core Plus Income ETF (CGCP) in Q3 2025, closing a stake of 20,959 shares — an estimated $472K sold.

Sanctuary Advisors first reported a position in CGCP in Q2 2024 and held it in 5 quarters. The position peaked at $12.4M in Q4 2024. 268 funds tracked by Wall St. Rank hold CGCP as of Q3 2025.

  • Sanctuary Advisors reported no remaining Capital Group Core Plus Income ETF position as of Q3 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 20,959 Capital Group Core Plus Income ETF shares in Q3 2025, an estimated $472K.
  • Sanctuary Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and held it in 5 quarters.
  • Sanctuary Advisors's Capital Group Core Plus Income ETF position peaked at $12.4M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.