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Heritage Wealth Management (Arizona)’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Heritage Wealth Management (Arizona)’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 		$104K Buy
4,680
+2,340
+100% +$51.9K 0.01% 409
2022
Q3 		$51K Buy
+2,340
New +$54.4K 0.02% 395

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

Heritage Wealth Management (Arizona)'s CGCP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Capital Group Core Plus Income ETF (CGCP) stake by 100% in Q4 2022, buying an estimated $51.9K and bringing the position to 4,680 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #409.

Heritage Wealth Management (Arizona) first reported a position in CGCP in Q3 2022 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold CGCP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 4,680 shares of Capital Group Core Plus Income ETF worth $104K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,340 Capital Group Core Plus Income ETF shares in Q4 2022, an estimated $51.9K.
  • Capital Group Core Plus Income ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #409 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.