Wambolt & Associates’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Wambolt & Associates’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
2025 Q2	$239K	Buy	+10,628	New	+$236K	0.08%	163

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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Wambolt & Associates's CGCP Position: Q2 2025 in Review

Wambolt & Associates opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2025: 10,628 shares worth $239K. The stake represents 0.08% of the portfolio and ranks #163 among its holdings.

263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

Wambolt & Associates held 10,628 shares of Capital Group Core Plus Income ETF worth $239K as of Q2 2025.
Capital Group Core Plus Income ETF was a new Wambolt & Associates position in Q2 2025.
Capital Group Core Plus Income ETF made up 0.08% of Wambolt & Associates's portfolio in Q2 2025, its #163 holding.
263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.