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 Q2	–	Sell	-58,158	Closed	-$1.3M	–	50
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 $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

Wise Wealth Partners's CGCP Position: Q2 2026 in Review

Wise Wealth Partners sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2026, closing a stake of 58,158 shares — an estimated $1.3M sold.

Wise Wealth Partners first reported a position in CGCP in Q4 2024 and held it in 5 quarters. The position peaked at $2.48M in Q1 2025. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Wise Wealth Partners reported no remaining Capital Group Core Plus Income ETF position as of Q2 2026 after selling out during the quarter.
Wise Wealth Partners sold 58,158 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.3M.
Wise Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and held it in 5 quarters.
Wise Wealth Partners's Capital Group Core Plus Income ETF position peaked at $2.48M in Q1 2025.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.