Dynamic Advisor Solutions’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Dynamic Advisor Solutions’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
2026 Q2	$2.15M	Buy	96,566 +8,712	+10%	+$195K	0.06%	323
2026 Q1	$1.96M	Buy	87,854 +2,763	+3%	+$62.6K	0.06%	320
2025 Q4	$1.93M	Sell	85,091 -17,454	-17%	-$397K	0.06%	299
2025 Q3	$2.33M	Buy	102,545 +637	+0.6%	+$14.4K	0.07%	287
2025 Q2	$2.29M	Buy	101,908 +11,285	+12%	+$251K	0.07%	274
2025 Q1	$2.03M	Buy	90,623 +6,994	+8%	+$156K	0.07%	282
2024 Q4	$1.86M	Buy	83,629 +670	+0.8%	+$15.1K	0.08%	218
2024 Q3	$1.92M	Buy	82,959 +9,343	+13%	+$213K	0.06%	306
2024 Q2	$1.64M	Buy	+73,616	New	+$1.63M	0.05%	336

Other funds holding CGCP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return