Pillar Wealth Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Pillar Wealth Advisors’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 Q4	–	Sell	-12,326	Closed	-$285K	–	3
2024 Q3	$285K	Sell	12,326 -1,000	-8%	-$22.8K	8.52%	5
2024 Q2	$296K	Sell	13,326 -7,542	-36%	-$167K	0.36%	49
2024 Q1	$469K	Buy	20,868 +13	+0.1%	+$292	0.35%	49
2023 Q4	$473K	Buy	20,855 +13	+0.1%	+$284	0.36%	51
2023 Q3	$448K	Buy	20,842 +12	+0.1%	+$264	0.39%	48
2023 Q2	$464K	Buy	20,830 +12	+0.1%	+$271	0.39%	49
2023 Q1	$474K	Buy	+20,818	New	+$471K	0.47%	39

Other funds holding CGCP

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JBA

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pillar Wealth Advisors's CGCP Position: Q4 2024 in Review

Pillar Wealth Advisors sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2024, closing a stake of 12,326 shares — an estimated $285K sold.

Pillar Wealth Advisors first reported a position in CGCP in Q1 2023 and held it in 7 quarters. The position peaked at $474K in Q1 2023. 239 funds tracked by Wall St. Rank hold CGCP as of Q4 2024.

Pillar Wealth Advisors reported no remaining Capital Group Core Plus Income ETF position as of Q4 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 12,326 Capital Group Core Plus Income ETF shares in Q4 2024, an estimated $285K.
Pillar Wealth Advisors first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and held it in 7 quarters.
Pillar Wealth Advisors's Capital Group Core Plus Income ETF position peaked at $474K in Q1 2023.
239 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2024.

Based on Pillar Wealth Advisors's 13F filing for Q4 2024.