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

Wise Wealth 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 Q1	$1.3M	Sell	58,158 -640	-1%	-$14.5K	1.76%	11
2025 Q4	$1.33M	Sell	58,798 -971	-2%	-$22.1K	1.91%	10
2025 Q3	$1.36M	Buy	+59,769	New	+$1.35M	2.07%	9
2025 Q2	–	Sell	-110,461	Closed	-$2.48M	–	52
2025 Q1	$2.48M	Buy	110,461 +24,269	+28%	+$543K	5.92%	5
2024 Q4	$1.91M	Buy	+86,192	New	+$1.95M	4.72%	6

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wise Wealth Partners's CGCP Position: Q1 2026 in Review

Wise Wealth Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 1.1% in Q1 2026, selling an estimated $14.5K and leaving 58,158 shares worth $1.3M. The position accounts for 1.76% of the portfolio, ranked #11.

Wise Wealth Partners first reported a position in CGCP in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.48M in Q1 2025. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

Wise Wealth Partners held 58,158 shares of Capital Group Core Plus Income ETF worth $1.3M as of Q1 2026.
Wise Wealth Partners sold 640 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $14.5K.
Capital Group Core Plus Income ETF made up 1.76% of Wise Wealth Partners's portfolio in Q1 2026, its #11 holding.
Wise Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 5 quarters since.
Wise Wealth Partners's Capital Group Core Plus Income ETF position peaked at $2.48M in Q1 2025.
310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.