USCWA
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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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return