BRWA
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B. Riley Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

B. Riley Wealth 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
2024
Q3 		– Sell
-19,785
Closed -$440K – 1288
2024
Q2 		$440K Buy
+19,785
New +$439K 0.01% 871

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

B. Riley Wealth Advisors's CGCP Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Capital Group Core Plus Income ETF (CGCP) in Q3 2024, closing a stake of 19,785 shares — an estimated $440K sold.

B. Riley Wealth Advisors first reported a position in CGCP in Q2 2024 and held it in 1 quarter. The position peaked at $440K in Q2 2024. 205 funds tracked by Wall St. Rank hold CGCP as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Capital Group Core Plus Income ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 19,785 Capital Group Core Plus Income ETF shares in Q3 2024, an estimated $440K.
  • B. Riley Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Capital Group Core Plus Income ETF position peaked at $440K in Q2 2024.
  • 205 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.