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

American Portfolios 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
2022 Q3	$2.03M	Buy	92,982 +7,220	+8%	+$168K	0.09%	235
2022 Q2	$1.99M	Buy	+85,762	New	+$2.06M	0.08%	249

Other funds holding CGCP

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

American Portfolios Advisors's CGCP Position: Q3 2022 in Review

American Portfolios Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 8.4% in Q3 2022, buying an estimated $168K and bringing the position to 92,982 shares worth $2.03M. The position accounts for 0.09% of the portfolio, ranked #235.

American Portfolios Advisors first reported a position in CGCP in Q2 2022 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold CGCP as of Q3 2022.

American Portfolios Advisors held 92,982 shares of Capital Group Core Plus Income ETF worth $2.03M as of Q3 2022.
American Portfolios Advisors bought 7,220 Capital Group Core Plus Income ETF shares in Q3 2022, an estimated $168K.
Capital Group Core Plus Income ETF made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #235 holding.
American Portfolios Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.