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Lee, Danner & Bass’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-250
Closed -$5.55K – 301
2024
Q4 		$5.55K Buy
+250
New +$5.64K ﹤0.01% 586

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee, Danner & Bass's CGCP Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Capital Group Core Plus Income ETF (CGCP) in Q1 2025, closing a stake of 250 shares — an estimated $5.55K sold.

Lee, Danner & Bass first reported a position in CGCP in Q4 2024 and held it in 1 quarter. The position peaked at $5.55K in Q4 2024. 247 funds tracked by Wall St. Rank hold CGCP as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Capital Group Core Plus Income ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 250 Capital Group Core Plus Income ETF shares in Q1 2025, an estimated $5.55K.
  • Lee, Danner & Bass first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Capital Group Core Plus Income ETF position peaked at $5.55K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.