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

ICA Group Wealth 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 Q2	$35.6K	Buy	1,601 +1,600	+160,000%	+$35.5K	0.02%	277
2024 Q1	$16	Sell	1 -9	-90%	-$202	﹤0.01%	1348
2023 Q4	$227	Buy	+10	New	+$218	﹤0.01%	1310
2023 Q3	–	Sell	-1,028	Closed	-$22.9K	–	375
2023 Q2	$22.9K	Buy	1,028 +12	+1%	+$271	0.01%	652
2023 Q1	$23.1K	Buy	1,016 +16	+2%	+$362	0.01%	635
2022 Q4	$22.9K	Buy	+1,000	New	+$22.2K	0.01%	665

Other funds holding CGCP

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

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

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

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

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

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

ICA Group Wealth Management's CGCP Position: Q2 2024 in Review

ICA Group Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 160,000% in Q2 2024, buying an estimated $35.5K and bringing the position to 1,601 shares worth $35.6K. The position accounts for 0.02% of the portfolio, ranked #277.

ICA Group Wealth Management first reported a position in CGCP in Q4 2022 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold CGCP as of Q2 2024.

ICA Group Wealth Management held 1,601 shares of Capital Group Core Plus Income ETF worth $35.6K as of Q2 2024.
ICA Group Wealth Management bought 1,600 Capital Group Core Plus Income ETF shares in Q2 2024, an estimated $35.5K.
Capital Group Core Plus Income ETF made up 0.02% of ICA Group Wealth Management's portfolio in Q2 2024, its #277 holding.
ICA Group Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 6 quarters since.
190 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.