Investment Planning Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.9M	Sell	841,368 -24,211	-3%	-$545K	6.69%	6
2025 Q1	$19.4M	Sell	865,579 -20,531	-2%	-$461K	7.9%	5
2024 Q4	$19.7M	Buy	886,110 +317,579	+56%	+$7.05M	8.59%	2
2024 Q3	$12.6M	Hold	568,531	–	–	6.45%	5
2024 Q2	$12.6M	Buy	+568,531	New	+$12.6M	6.45%	5