PFS
CGCP icon

Prospera Financial Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Prospera Financial Services’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
2026
Q2 		$3.24M Buy
145,168
+1,759
+1% +$39.3K 0.05% 389
2026
Q1 		$3.2M Buy
143,409
+7,818
+6% +$177K 0.05% 374
2025
Q4 		$3.07M Sell
135,591
-27,954
-17% -$636K 0.05% 367
2025
Q3 		$3.72M Buy
163,545
+18,521
+13% +$419K 0.06% 321
2025
Q2 		$3.26M Buy
145,024
+7,231
+5% +$161K 0.06% 324
2025
Q1 		$3.09M Buy
137,793
+13,473
+11% +$301K 0.07% 281
2024
Q4 		$2.76M Buy
124,320
+38,837
+45% +$876K 0.06% 304
2024
Q3 		$1.98M Buy
85,483
+1,346
+2% +$30.7K 0.05% 339
2024
Q2 		$1.87M Sell
84,137
-161,919
-66% -$3.59M 0.05% 350
2024
Q1 		$5.53M Buy
246,056
+22,225
+10% +$500K 0.16% 133
2023
Q4 		$5.08M Buy
223,831
+5,701
+3% +$124K 0.17% 138
2023
Q3 		$4.69M Buy
218,130
+181,926
+503% +$4.01M 0.18% 126
2023
Q2 		$806K Buy
36,204
+16,177
+81% +$366K 0.03% 474
2023
Q1 		$456K Buy
20,027
+6,838
+52% +$155K 0.02% 644
2022
Q4 		$294K Buy
13,189
+2,092
+19% +$46.4K 0.01% 712
2022
Q3 		$243K Buy
+11,097
New +$258K 0.01% 717

Other funds holding CGCP

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return