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

Cetera 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
Q1 		$36.2M Buy
1,609,635
+158,419
+11% +$3.56M 0.29% 73
2023
Q4 		$32.9M Buy
1,451,216
+672,505
+86% +$14.7M 0.46% 43
2023
Q3 		$16.7M Buy
778,711
+46,117
+6% +$1.02M 0.26% 88
2023
Q2 		$16.3M Buy
+732,594
New +$16.6M 0.26% 92

Other funds holding CGCP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
WAM
WNY Asset Management Williamsville, New York $967M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Advisors's CGCP Position: Q1 2024 in Review

Cetera Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 11% in Q1 2024, buying an estimated $3.56M and bringing the position to 1,609,635 shares worth $36.2M. The position accounts for 0.29% of the portfolio, ranked #73.

Cetera Advisors first reported a position in CGCP in Q2 2023 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold CGCP as of Q1 2024.

  • Cetera Advisors held 1,609,635 shares of Capital Group Core Plus Income ETF worth $36.2M as of Q1 2024.
  • Cetera Advisors bought 158,419 Capital Group Core Plus Income ETF shares in Q1 2024, an estimated $3.56M.
  • Capital Group Core Plus Income ETF made up 0.29% of Cetera Advisors's portfolio in Q1 2024, its #73 holding.
  • Cetera Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2024.

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