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Cary Street Partners Investment Advisory’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q1 		– Sell
-147,421
Closed -$3.28M – 1686
2022
Q4 		$3.28M Buy
+147,421
New +$3.27M 0.24% 110

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SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWS
FinDec Wealth Services Stockton, California $84.6M AUM 16.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Cary Street Partners Investment Advisory's CGCP Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2023, closing a stake of 147,421 shares — an estimated $3.28M sold.

Cary Street Partners Investment Advisory first reported a position in CGCP in Q4 2022 and held it in 1 quarter. The position peaked at $3.28M in Q4 2022. 93 funds tracked by Wall St. Rank hold CGCP as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining Capital Group Core Plus Income ETF position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 147,421 Capital Group Core Plus Income ETF shares in Q1 2023, an estimated $3.28M.
  • Cary Street Partners Investment Advisory first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Capital Group Core Plus Income ETF position peaked at $3.28M in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.