Wealthcare Advisory Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Wealthcare Advisory Partners’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	$19.4M	Buy	871,667 +123,186	+16%	+$2.76M	0.37%	53
2026 Q1	$16.7M	Buy	748,481 +88,398	+13%	+$2M	0.33%	67
2025 Q4	$14.9M	Buy	660,083 +143,476	+28%	+$3.27M	0.29%	76
2025 Q3	$11.7M	Buy	516,607 +79,537	+18%	+$1.8M	0.24%	83
2025 Q2	$9.83M	Buy	437,070 +55,512	+15%	+$1.23M	0.22%	86
2025 Q1	$8.57M	Buy	381,558 +44,839	+13%	+$1M	0.23%	86
2024 Q4	$7.48M	Buy	336,719 +119,974	+55%	+$2.71M	0.21%	94
2024 Q3	$5.01M	Buy	216,745 +35,260	+19%	+$805K	0.14%	136
2024 Q2	$4.03M	Buy	181,485 +38,935	+27%	+$864K	0.13%	137
2024 Q1	$3.2M	Buy	142,550 +117,624	+472%	+$2.65M	0.11%	164
2023 Q4	$566K	Buy	24,926 +12,486	+100%	+$273K	0.02%	464
2023 Q3	$267K	Buy	+12,440	New	+$274K	0.01%	581

Other funds holding CGCP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return