DWP
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Daymark Wealth Partners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Daymark Wealth Partners’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
-16,701
Closed -$386K – 501
2024
Q3 		$386K Buy
16,701
+704
+4% +$16.1K 0.02% 381
2024
Q2 		$355K Buy
15,997
+1,607
+11% +$35.7K 0.02% 374
2024
Q1 		$323K Hold
14,390
– – 0.02% 330
2023
Q4 		$327K Buy
+14,390
New +$314K 0.02% 307

Other funds holding CGCP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Daymark Wealth Partners's CGCP Position: Q4 2024 in Review

Daymark Wealth Partners sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2024, closing a stake of 16,701 shares — an estimated $386K sold.

Daymark Wealth Partners first reported a position in CGCP in Q4 2023 and held it in 4 quarters. The position peaked at $386K in Q3 2024. 239 funds tracked by Wall St. Rank hold CGCP as of Q4 2024.

  • Daymark Wealth Partners reported no remaining Capital Group Core Plus Income ETF position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 16,701 Capital Group Core Plus Income ETF shares in Q4 2024, an estimated $386K.
  • Daymark Wealth Partners first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and held it in 4 quarters.
  • Daymark Wealth Partners's Capital Group Core Plus Income ETF position peaked at $386K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.