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 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 $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

Tradition Wealth Management's CGCP Position: Q1 2026 in Review

Tradition Wealth Management held its Capital Group Core Plus Income ETF (CGCP) position steady in Q1 2026 at 14,029 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #378.

Tradition Wealth Management first reported a position in CGCP in Q1 2023 and has held it in 13 quarters since. The position peaked at $680K in Q1 2024. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Tradition Wealth Management held 14,029 shares of Capital Group Core Plus Income ETF worth $313K as of Q1 2026.
Tradition Wealth Management left its Capital Group Core Plus Income ETF share count unchanged in Q1 2026.
Capital Group Core Plus Income ETF made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #378 holding.
Tradition Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 13 quarters since.
Tradition Wealth Management's Capital Group Core Plus Income ETF position peaked at $680K in Q1 2024.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

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