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Creekmur Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Creekmur Asset Management’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
Q2 		– Sell
-157
Closed -$3.53K – 1074
2024
Q1 		$3.53K Buy
+157
New +$3.53K ﹤0.01% 603

Other funds holding CGCP

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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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

Creekmur Asset Management's CGCP Position: Q2 2024 in Review

Creekmur Asset Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2024, closing a stake of 157 shares — an estimated $3.53K sold.

Creekmur Asset Management first reported a position in CGCP in Q1 2024 and held it in 1 quarter. The position peaked at $3.53K in Q1 2024. 190 funds tracked by Wall St. Rank hold CGCP as of Q2 2024.

  • Creekmur Asset Management reported no remaining Capital Group Core Plus Income ETF position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 157 Capital Group Core Plus Income ETF shares in Q2 2024, an estimated $3.53K.
  • Creekmur Asset Management first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and held it in 1 quarter.
  • Creekmur Asset Management's Capital Group Core Plus Income ETF position peaked at $3.53K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.