Cherry Creek Investment Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cherry Creek Investment 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 Q4	–	Sell	-141,219	Closed	-$3.26M	–	112
2024 Q3	$3.26M	Buy	141,219 +1,952	+1%	+$44.6K	1.69%	18
2024 Q2	$3.09M	Buy	139,267 +79,545	+133%	+$1.77M	1.61%	17
2024 Q1	$1.34M	Buy	59,722 +6,730	+13%	+$151K	0.73%	30
2023 Q4	$1.2M	Buy	+52,992	New	+$1.16M	0.73%	32

Other funds holding CGCP

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JBA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cherry Creek Investment Advisors's CGCP Position: Q4 2024 in Review

Cherry Creek Investment Advisors sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2024, closing a stake of 141,219 shares — an estimated $3.26M sold.

Cherry Creek Investment Advisors first reported a position in CGCP in Q4 2023 and held it in 4 quarters. The position peaked at $3.26M in Q3 2024. 239 funds tracked by Wall St. Rank hold CGCP as of Q4 2024.

Cherry Creek Investment Advisors reported no remaining Capital Group Core Plus Income ETF position as of Q4 2024 after selling out during the quarter.
Cherry Creek Investment Advisors sold 141,219 Capital Group Core Plus Income ETF shares in Q4 2024, an estimated $3.26M.
Cherry Creek Investment Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and held it in 4 quarters.
Cherry Creek Investment Advisors's Capital Group Core Plus Income ETF position peaked at $3.26M in Q3 2024.
239 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2024.

Based on Cherry Creek Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.