Financial Advocates Investment Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Financial Advocates Investment 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 Q1	–	Sell	-9,036	Closed	-$205K	–	780
2023 Q4	$205K	Buy	+9,036	New	+$197K	0.01%	679

Other funds holding CGCP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Advocates Investment Management's CGCP Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2024, closing a stake of 9,036 shares — an estimated $205K sold.

Financial Advocates Investment Management first reported a position in CGCP in Q4 2023 and held it in 1 quarter. The position peaked at $205K in Q4 2023. 171 funds tracked by Wall St. Rank hold CGCP as of Q1 2024.

Financial Advocates Investment Management reported no remaining Capital Group Core Plus Income ETF position as of Q1 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 9,036 Capital Group Core Plus Income ETF shares in Q1 2024, an estimated $205K.
Financial Advocates Investment Management first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and held it in 1 quarter.
Financial Advocates Investment Management's Capital Group Core Plus Income ETF position peaked at $205K in Q4 2023.
171 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.