WIA
CGCP icon

World Investment Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

World Investment Advisors’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 		$2.78M Buy
124,349
+39,121
+46% +$886K 0.04% 397
2025
Q4 		$1.93M Buy
85,228
+37,262
+78% +$848K 0.03% 476
2025
Q3 		$1.09M Buy
47,966
+3,772
+9% +$85.2K 0.02% 541
2025
Q2 		$994K Buy
44,194
+2,369
+6% +$52.7K 0.02% 523
2025
Q1 		$939K Sell
41,825
-1,280
-3% -$28.6K 0.02% 532
2024
Q4 		$957K Buy
43,105
+20,148
+88% +$455K 0.03% 483
2024
Q3 		$531K Buy
22,957
+13,450
+141% +$307K 0.02% 582
2024
Q2 		$211K Buy
+9,507
New +$211K 0.01% 581
2022
Q2 		– Sell
-11,851
Closed -$300K – 261
2022
Q1 		$300K Buy
+11,851
New +$300K 0.06% 201

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return