WWM
CGCP icon

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

Western Wealth 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
Q1 		$3.75M Buy
167,656
+40,583
+32% +$919K 0.14% 141
2025
Q4 		$2.88M Buy
127,073
+4,674
+4% +$106K 0.13% 161
2025
Q3 		$2.78M Buy
122,399
+154
+0.1% +$3.48K 0.15% 146
2025
Q2 		$2.75M Sell
122,245
-13,880
-10% -$309K 0.16% 125
2025
Q1 		$3.06M Buy
136,125
+6,025
+5% +$135K 0.2% 102
2024
Q4 		$2.89M Buy
130,100
+44,935
+53% +$1.01M 0.19% 104
2024
Q3 		$1.97M Buy
85,165
+26,669
+46% +$609K 0.11% 186
2024
Q2 		$1.3M Buy
58,496
+28,338
+94% +$629K 0.1% 187
2024
Q1 		$677K Buy
30,158
+14,013
+87% +$315K 0.05% 299
2023
Q4 		$366K Buy
+16,145
New +$352K 0.03% 495

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return