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Dechtman Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Dechtman Wealth 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
-93,731
Closed -$2.11M – 64
2024
Q1 		$2.11M Buy
+93,731
New +$2.11M 0.49% 17

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

Dechtman Wealth Management's CGCP Position: Q2 2024 in Review

Dechtman Wealth Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2024, closing a stake of 93,731 shares — an estimated $2.11M sold.

Dechtman Wealth Management first reported a position in CGCP in Q1 2024 and held it in 1 quarter. The position peaked at $2.11M in Q1 2024. 190 funds tracked by Wall St. Rank hold CGCP as of Q2 2024.

  • Dechtman Wealth Management reported no remaining Capital Group Core Plus Income ETF position as of Q2 2024 after selling out during the quarter.
  • Dechtman Wealth Management sold 93,731 Capital Group Core Plus Income ETF shares in Q2 2024, an estimated $2.11M.
  • Dechtman Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q1 2024 and held it in 1 quarter.
  • Dechtman Wealth Management's Capital Group Core Plus Income ETF position peaked at $2.11M in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2024.

Based on Dechtman Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.