Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Sign in Sign up
PFG
CGCP icon

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

Prosperity Financial Group’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
-36,530
Closed -$845K – 180
2024
Q3
$845K Buy
36,530
+6,935
+23% +$158K 0.47% 56
2024
Q2
$658K Buy
29,595
+4,525
+18% +$100K 0.42% 61
2024
Q1
$563K Sell
25,070
-3,792
-13% -$85.3K 0.35% 70
2023
Q4
$655K Sell
28,862
-2,478
-8% -$54.1K 0.45% 50
2023
Q3
$674K Buy
+31,340
New +$691K 0.56% 41

Other funds holding CGCP

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $806M AUM 13.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Product
Portfolios Fund Trends Large Buys & Sells Stocks ETFs Sectors Industries Rankings
Popular funds
Jane Street Citadel Renaissance Situational Awareness Coatue Bridgewater
Resources
API Docs Plans Learn Methodology
Policies
Terms & Conditions Privacy Policy Disclaimer Climate Commitment
Connect
Contact Us About X (Twitter) LinkedIn

© 2026 Wall St. Rank

Sign up Sign in
Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

Theme