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

WealthCare Investment 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	$1.14M	Sell	51,260 -318	-0.6%	-$7.11K	0.28%	83
2026 Q1	$1.15M	Sell	51,578 -1,489	-3%	-$33.7K	0.32%	73
2025 Q4	$1.2M	Buy	53,067 +29,793	+128%	+$678K	0.35%	72
2025 Q3	$530K	Buy	23,274 +311	+1%	+$7.03K	0.17%	111
2025 Q2	$516K	Sell	22,963 -86	-0.4%	-$1.91K	0.19%	104
2025 Q1	$508K	Buy	23,049 +261	+1%	+$5.84K	0.22%	85
2024 Q4	$506K	Buy	22,788 +311	+1%	+$7.02K	0.22%	91
2024 Q3	$513K	Buy	22,477 +280	+1%	+$6.4K	0.22%	86
2024 Q2	$493K	Sell	22,197 -575	-3%	-$12.8K	0.23%	84
2024 Q1	$511K	Sell	22,772 -314	-1%	-$7.06K	0.25%	79
2023 Q4	$521K	Buy	+23,086	New	+$504K	0.28%	74

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WealthCare Investment Partners's CGCP Position: Q2 2026 in Review

WealthCare Investment Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 0.62% in Q2 2026, selling an estimated $7.11K and leaving 51,260 shares worth $1.14M. The position accounts for 0.28% of the portfolio, ranked #83.

WealthCare Investment Partners first reported a position in CGCP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2025. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

WealthCare Investment Partners held 51,260 shares of Capital Group Core Plus Income ETF worth $1.14M as of Q2 2026.
WealthCare Investment Partners sold 318 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $7.11K.
Capital Group Core Plus Income ETF made up 0.28% of WealthCare Investment Partners's portfolio in Q2 2026, its #83 holding.
WealthCare Investment Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 11 quarters since.
WealthCare Investment Partners's Capital Group Core Plus Income ETF position peaked at $1.2M in Q4 2025.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.