American Financial Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

American Financial 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 Q2	$376K	Sell	16,865 -3,861	-19%	-$86.4K	0.05%	113
2026 Q1	$463K	Buy	20,726 +215	+1%	+$4.87K	0.06%	92
2025 Q4	$464K	Buy	20,511 +262	+1%	+$5.96K	0.06%	95
2025 Q3	$460K	Sell	20,249 -783	-4%	-$17.7K	0.06%	99
2025 Q2	$473K	Sell	21,032 -189	-0.9%	-$4.2K	0.07%	97
2025 Q1	$476K	Buy	21,221 +233	+1%	+$5.21K	0.07%	83
2024 Q4	$466K	Buy	20,988 +277	+1%	+$6.25K	0.07%	83
2024 Q3	$479K	Sell	20,711 -2,170	-9%	-$49.6K	0.07%	83
2024 Q2	$508K	Buy	22,881 +389	+2%	+$8.63K	0.07%	78
2024 Q1	$505K	Buy	22,492 +465	+2%	+$10.5K	0.07%	82
2023 Q4	$500K	Buy	22,027 +5,688	+35%	+$124K	0.07%	79
2023 Q3	$351K	Buy	+16,339	New	+$360K	0.06%	97

Other funds holding CGCP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return