Householder Group Estate & Retirement Specialist’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-26,403	Closed	-$610K	–	644
2024 Q3	$610K	Buy	26,403 +2,230	+9%	+$50.9K	0.18%	116
2024 Q2	$537K	Buy	24,173 +3,792	+19%	+$84.2K	0.15%	128
2024 Q1	$458K	Buy	20,381 +1,575	+8%	+$35.4K	0.14%	143
2023 Q4	$426K	Buy	18,806 +9,358	+99%	+$204K	0.14%	135
2023 Q3	$203K	Buy	+9,448	New	+$208K	0.07%	219
2023 Q1	$119K	Buy	+5,237	New	+$118K	0.05%	265

Other funds holding CGCP

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JBA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's CGCP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2024, closing a stake of 26,403 shares — an estimated $610K sold.

Householder Group Estate & Retirement Specialist first reported a position in CGCP in Q1 2023 and held it in 6 quarters. The position peaked at $610K in Q3 2024. 239 funds tracked by Wall St. Rank hold CGCP as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Capital Group Core Plus Income ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 26,403 Capital Group Core Plus Income ETF shares in Q4 2024, an estimated $610K.
Householder Group Estate & Retirement Specialist first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Capital Group Core Plus Income ETF position peaked at $610K in Q3 2024.
239 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.