H
CGCP icon

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

HoyleCohen’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
Q2 		$292K Hold
13,137
– – 0.02% 232
2024
Q1 		$295K Hold
13,137
– – 0.02% 238
2023
Q4 		$298K Buy
+13,137
New +$287K 0.02% 233

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HoyleCohen's CGCP Position: Q2 2024 in Review

HoyleCohen held its Capital Group Core Plus Income ETF (CGCP) position steady in Q2 2024 at 13,137 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #232.

HoyleCohen first reported a position in CGCP in Q4 2023 and has held it in 3 quarters since. The position peaked at $298K in Q4 2023. 190 funds tracked by Wall St. Rank hold CGCP as of Q2 2024.

  • HoyleCohen held 13,137 shares of Capital Group Core Plus Income ETF worth $292K as of Q2 2024.
  • HoyleCohen left its Capital Group Core Plus Income ETF share count unchanged in Q2 2024.
  • Capital Group Core Plus Income ETF made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #232 holding.
  • HoyleCohen first reported a position in Capital Group Core Plus Income ETF in Q4 2023 and has held it in 3 quarters since.
  • HoyleCohen's Capital Group Core Plus Income ETF position peaked at $298K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.