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

Tradition 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
2026 Q2	$290K	Sell	12,992 -1,037	-7%	-$23.2K	0.02%	420
2026 Q1	$313K	Hold	14,029	–	–	0.02%	378
2025 Q4	$318K	Sell	14,029 -1,973	-12%	-$44.9K	0.02%	367
2025 Q3	$364K	Sell	16,002 -1,500	-9%	-$33.9K	0.03%	333
2025 Q2	$394K	Sell	17,502 -6,100	-26%	-$136K	0.03%	304
2025 Q1	$530K	Sell	23,602 -600	-2%	-$13.4K	0.05%	241
2024 Q4	$537K	Sell	24,202 -948	-4%	-$21.4K	0.05%	235
2024 Q3	$581K	Sell	25,150 -4,974	-17%	-$114K	0.05%	224
2024 Q2	$669K	Sell	30,124 -143	-0.5%	-$3.17K	0.06%	191
2024 Q1	$680K	Buy	30,267 +1,826	+6%	+$41.1K	0.07%	175
2023 Q4	$645K	Buy	28,441 +80	+0.3%	+$1.75K	0.07%	155
2023 Q3	$610K	Buy	28,361 +2,059	+8%	+$45.4K	0.07%	151
2023 Q2	$585K	Buy	26,302 +16,843	+178%	+$381K	0.07%	161
2023 Q1	$216K	Buy	+9,459	New	+$214K	0.03%	296

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

Tradition Wealth Management's CGCP Position: Q2 2026 in Review

Tradition Wealth Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 7.4% in Q2 2026, selling an estimated $23.2K and leaving 12,992 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #420.

Tradition Wealth Management first reported a position in CGCP in Q1 2023 and has held it in 14 quarters since. The position peaked at $680K in Q1 2024. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Tradition Wealth Management held 12,992 shares of Capital Group Core Plus Income ETF worth $290K as of Q2 2026.
Tradition Wealth Management sold 1,037 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $23.2K.
Capital Group Core Plus Income ETF made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #420 holding.
Tradition Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 14 quarters since.
Tradition Wealth Management's Capital Group Core Plus Income ETF position peaked at $680K in Q1 2024.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.