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

Evoke Wealth’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
2022
Q4 		– Sell
-3,650
Closed -$80K – 497
2022
Q3 		$80K Buy
+3,650
New +$84.8K ﹤0.01% 445

Other funds holding CGCP

MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWS
FinDec Wealth Services Stockton, California $81.8M AUM 13.5% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Evoke Wealth's CGCP Position: Q4 2022 in Review

Evoke Wealth sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2022, closing a stake of 3,650 shares — an estimated $80K sold.

Evoke Wealth first reported a position in CGCP in Q3 2022 and held it in 1 quarter. The position peaked at $80K in Q3 2022. 76 funds tracked by Wall St. Rank hold CGCP as of Q4 2022.

  • Evoke Wealth reported no remaining Capital Group Core Plus Income ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 3,650 Capital Group Core Plus Income ETF shares in Q4 2022, an estimated $80K.
  • Evoke Wealth first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and held it in 1 quarter.
  • Evoke Wealth's Capital Group Core Plus Income ETF position peaked at $80K in Q3 2022.
  • 76 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.