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

SOL Capital 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 		– Sell
-247,348
Closed -$5.6M – 91
2025
Q4 		$5.6M Buy
247,348
+5,617
+2% +$128K 0.5% 56
2025
Q3 		$5.49M Sell
241,731
-18,197
-7% -$411K 0.49% 55
2025
Q2 		$5.85M Sell
259,928
-25,065
-9% -$557K 0.57% 48
2025
Q1 		$6.4M Buy
284,993
+48,720
+21% +$1.09M 0.71% 38
2024
Q4 		$5.25M Buy
236,273
+41,470
+21% +$936K 0.58% 43
2024
Q3 		$4.5M Buy
194,803
+94,719
+95% +$2.16M 0.5% 55
2024
Q2 		$2.22M Buy
100,084
+15,286
+18% +$339K 0.27% 104
2024
Q1 		$1.91M Buy
84,798
+14,644
+21% +$329K 0.24% 116
2023
Q4 		$1.59M Buy
70,154
+56,479
+413% +$1.23M 0.22% 123
2023
Q3 		$294K Buy
+13,675
New +$301K 0.05% 247

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SOL Capital Management's CGCP Position: Q1 2026 in Review

SOL Capital Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 247,348 shares — an estimated $5.6M sold.

SOL Capital Management first reported a position in CGCP in Q3 2023 and held it in 10 quarters. The position peaked at $6.4M in Q1 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • SOL Capital Management reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 247,348 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $5.6M.
  • SOL Capital Management first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and held it in 10 quarters.
  • SOL Capital Management's Capital Group Core Plus Income ETF position peaked at $6.4M in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.