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Priebe Wealth Holdings’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Priebe Wealth Holdings’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
Q2 		$1.82M Buy
80,988
+22,800
+39% +$507K 1.58% 15
2025
Q1 		$1.31M Buy
+58,188
New +$1.3M 0.81% 23

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 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
WAM
WNY Asset Management Williamsville, New York $967M AUM

Priebe Wealth Holdings's CGCP Position: Q2 2025 in Review

Priebe Wealth Holdings increased its Capital Group Core Plus Income ETF (CGCP) stake by 39% in Q2 2025, buying an estimated $507K and bringing the position to 80,988 shares worth $1.82M. The position accounts for 1.58% of the portfolio, ranked #15.

Priebe Wealth Holdings first reported a position in CGCP in Q1 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

  • Priebe Wealth Holdings held 80,988 shares of Capital Group Core Plus Income ETF worth $1.82M as of Q2 2025.
  • Priebe Wealth Holdings bought 22,800 Capital Group Core Plus Income ETF shares in Q2 2025, an estimated $507K.
  • Capital Group Core Plus Income ETF made up 1.58% of Priebe Wealth Holdings's portfolio in Q2 2025, its #15 holding.
  • Priebe Wealth Holdings first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.