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

Wealthcare Capital 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 Q2	$1.07M	Buy	47,924 +2,804	+6%	+$62.7K	0.1%	38
2026 Q1	$1.01M	Sell	45,120 -518	-1%	-$11.7K	0.1%	38
2025 Q4	$1.03M	Buy	45,638 +2,648	+6%	+$60.3K	0.1%	35
2025 Q3	$977K	Buy	42,990 +739	+2%	+$16.7K	0.1%	36
2025 Q2	$951K	Buy	42,251 +38	+0.1%	+$845	0.1%	35
2025 Q1	$948K	Buy	42,213 +12,649	+43%	+$283K	0.1%	38
2024 Q4	$656K	Buy	29,564 +2,038	+7%	+$46K	0.07%	49
2024 Q3	$636K	Buy	27,526 +649	+2%	+$14.8K	0.06%	49
2024 Q2	$597K	Buy	26,877 +2,915	+12%	+$64.7K	0.06%	50
2024 Q1	$538K	Buy	23,962 +1,931	+9%	+$43.4K	0.06%	48
2023 Q4	$500K	Buy	+22,031	New	+$481K	0.06%	52

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 $59.8B AUM 29.42% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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 $20.4B AUM 18.11% 1-Year Est. Return