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William Mack & Associates’s Capital Group Core Plus Income ETF CGCP Stock Holding History

William Mack & Associates’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 		– Sell
-18,943
Closed -$429K – 77
2025
Q4 		$429K Buy
18,943
+2,184
+13% +$49.7K 0.2% 47
2025
Q3 		$381K Hold
16,759
– – 0.2% 50
2025
Q2 		$377K Buy
+16,759
New +$373K 0.24% 49

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

William Mack & Associates's CGCP Position: Q1 2026 in Review

William Mack & Associates sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2026, closing a stake of 18,943 shares — an estimated $429K sold.

William Mack & Associates first reported a position in CGCP in Q2 2025 and held it in 3 quarters. The position peaked at $429K in Q4 2025. 311 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • William Mack & Associates reported no remaining Capital Group Core Plus Income ETF position as of Q1 2026 after selling out during the quarter.
  • William Mack & Associates sold 18,943 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $429K.
  • William Mack & Associates first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and held it in 3 quarters.
  • William Mack & Associates's Capital Group Core Plus Income ETF position peaked at $429K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on William Mack & Associates's 13F filing for Q1 2026, filed 14 Apr 2026.