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

Wealthcare Capital 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	$708K	Buy	31,749 +114	+0.4%	+$2.55K	0.29%	70
2026 Q1	$707K	Buy	31,635 +6,141	+24%	+$139K	0.33%	60
2025 Q4	$577K	Sell	25,494 -2,702	-10%	-$61.5K	0.27%	73
2025 Q3	$641K	Buy	28,196 +3,520	+14%	+$79.5K	0.29%	60
2025 Q2	$555K	Buy	24,676 +10,808	+78%	+$240K	0.28%	64
2025 Q1	$311K	Buy	+13,868	New	+$310K	0.16%	99

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