L.M. Kohn & Company’s Capital Group Core Plus Income ETF CGCP Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$218K	Buy	+9,600	New	+$217K	0.26%	107

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

L.M. Kohn & Company's CGCP Position: Q3 2025 in Review

L.M. Kohn & Company opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q3 2025: 9,600 shares worth $218K. The stake represents 0.26% of the portfolio and ranks #107 among its holdings.

268 funds tracked by Wall St. Rank hold CGCP as of Q3 2025.

L.M. Kohn & Company held 9,600 shares of Capital Group Core Plus Income ETF worth $218K as of Q3 2025.
Capital Group Core Plus Income ETF was a new L.M. Kohn & Company position in Q3 2025.
Capital Group Core Plus Income ETF made up 0.26% of L.M. Kohn & Company's portfolio in Q3 2025, its #107 holding.
268 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.