Cetera Advisor Networks’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cetera Advisor Networks’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 Q1	$12.9M	Buy	574,858 +269,062	+88%	+$6.05M	0.06%	309
2023 Q4	$6.94M	Buy	305,796 +174,119	+132%	+$3.8M	0.04%	445
2023 Q3	$2.83M	Buy	131,677 +43,120	+49%	+$950K	0.02%	755
2023 Q2	$1.97M	Buy	88,557 +25,819	+41%	+$583K	0.01%	865
2023 Q1	$1.43M	Buy	62,738 +49,700	+381%	+$1.12M	0.01%	1017
2022 Q4	$290K	Buy	+13,038	New	+$289K	﹤0.01%	2014

Other funds holding CGCP

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JBA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Advisor Networks's CGCP Position: Q1 2024 in Review

Cetera Advisor Networks increased its Capital Group Core Plus Income ETF (CGCP) stake by 88% in Q1 2024, buying an estimated $6.05M and bringing the position to 574,858 shares worth $12.9M. The position accounts for 0.06% of the portfolio, ranked #309.

Cetera Advisor Networks first reported a position in CGCP in Q4 2022 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold CGCP as of Q1 2024.

Cetera Advisor Networks held 574,858 shares of Capital Group Core Plus Income ETF worth $12.9M as of Q1 2024.
Cetera Advisor Networks bought 269,062 Capital Group Core Plus Income ETF shares in Q1 2024, an estimated $6.05M.
Capital Group Core Plus Income ETF made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #309 holding.
Cetera Advisor Networks first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 6 quarters since.
171 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.