Smartleaf Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Smartleaf Asset 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 Q1	$6.18M	Buy	277,792 +15,501	+6%	+$351K	0.22%	79
2025 Q4	$5.95M	Buy	262,291 +3,769	+1%	+$85.8K	0.23%	77
2025 Q3	$5.88M	Buy	258,522 +12,122	+5%	+$274K	0.36%	54
2025 Q2	$5.53M	Buy	246,400 +20,756	+9%	+$461K	0.49%	42
2025 Q1	$5.06M	Buy	225,644 +101,976	+82%	+$2.28M	0.49%	39
2024 Q4	$2.75M	Buy	123,668 +24,249	+24%	+$547K	0.28%	73
2024 Q3	$2.3M	Buy	+99,419	New	+$2.27M	0.28%	83
2024 Q2	–	Sell	-70	Closed	-$1.57K	–	2742
2024 Q1	$1.57K	Buy	+70	New	+$1.57K	﹤0.01%	1515

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smartleaf Asset Management's CGCP Position: Q1 2026 in Review

Smartleaf Asset Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 5.9% in Q1 2026, buying an estimated $351K and bringing the position to 277,792 shares worth $6.18M. The position accounts for 0.22% of the portfolio, ranked #79.

Smartleaf Asset Management first reported a position in CGCP in Q1 2024 and has held it in 8 quarters since. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Smartleaf Asset Management held 277,792 shares of Capital Group Core Plus Income ETF worth $6.18M as of Q1 2026.
Smartleaf Asset Management bought 15,501 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $351K.
Capital Group Core Plus Income ETF made up 0.22% of Smartleaf Asset Management's portfolio in Q1 2026, its #79 holding.
Smartleaf Asset Management first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and has held it in 8 quarters since.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.