Avantax Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Avantax Advisory Services's CGCP Position: Q2 2025 in Review

Avantax Advisory Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 6% in Q2 2025, buying an estimated $342K and bringing the position to 271,468 shares worth $6.11M. The position accounts for 0.03% of the portfolio, ranked #390.

Avantax Advisory Services first reported a position in CGCP in Q2 2022 and has held it in 13 quarters since. 263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

• Avantax Advisory Services held 271,468 shares of Capital Group Core Plus Income ETF worth $6.11M as of Q2 2025.
• Avantax Advisory Services bought 15,402 Capital Group Core Plus Income ETF shares in Q2 2025, an estimated $342K.
• Capital Group Core Plus Income ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #390 holding.
• Avantax Advisory Services first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 13 quarters since.
• 263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.