J. Arnold Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

J. Arnold 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
2023 Q4	$293K	Buy	+12,912	New	+$282K	0.1%	31

Other funds holding CGCP

JBA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

WAM

WNY Asset Management Williamsville, New York $967M AUM

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

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

J. Arnold Wealth Management's CGCP Position: Q4 2023 in Review

J. Arnold Wealth Management opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q4 2023: 12,912 shares worth $293K. The stake represents 0.1% of the portfolio and ranks #31 among its holdings.

153 funds tracked by Wall St. Rank hold CGCP as of Q4 2023.

J. Arnold Wealth Management held 12,912 shares of Capital Group Core Plus Income ETF worth $293K as of Q4 2023.
Capital Group Core Plus Income ETF was a new J. Arnold Wealth Management position in Q4 2023.
Capital Group Core Plus Income ETF made up 0.1% of J. Arnold Wealth Management's portfolio in Q4 2023, its #31 holding.
153 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.