U.S. Capital Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

U.S. Capital Wealth 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
2026 Q1	$622K	Buy	27,829 +1,060	+4%	+$24K	0.02%	628
2025 Q4	$606K	Buy	26,769 +1,560	+6%	+$35.5K	0.02%	611
2025 Q3	$573K	Buy	25,209 +1,968	+8%	+$44.5K	0.02%	602
2025 Q2	$523K	Buy	23,241 +2,678	+13%	+$59.5K	0.02%	583
2025 Q1	$462K	Buy	20,563 +5,781	+39%	+$129K	0.01%	604
2024 Q4	$328K	Sell	14,782 -391	-3%	-$8.82K	0.01%	663
2024 Q3	$351K	Buy	15,173 +333	+2%	+$7.61K	0.01%	553
2024 Q2	$330K	Buy	+14,840	New	+$329K	0.01%	550
2023 Q3	–	Sell	-56,615	Closed	-$1.26M	–	639
2023 Q2	$1.26M	Buy	+56,615	New	+$1.28M	0.06%	285

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

U.S. Capital Wealth Advisors's CGCP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 4% in Q1 2026, buying an estimated $24K and bringing the position to 27,829 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #628.

U.S. Capital Wealth Advisors first reported a position in CGCP in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.26M in Q2 2023. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

U.S. Capital Wealth Advisors held 27,829 shares of Capital Group Core Plus Income ETF worth $622K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,060 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $24K.
Capital Group Core Plus Income ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #628 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 9 quarters since.
U.S. Capital Wealth Advisors's Capital Group Core Plus Income ETF position peaked at $1.26M in Q2 2023.
311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.