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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JBA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prosperity Financial Group's CGCP Position: Q4 2024 in Review

Prosperity Financial Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q4 2024, closing a stake of 36,530 shares — an estimated $845K sold.

Prosperity Financial Group first reported a position in CGCP in Q3 2023 and held it in 5 quarters. The position peaked at $845K in Q3 2024. 239 funds tracked by Wall St. Rank hold CGCP as of Q4 2024.

Prosperity Financial Group reported no remaining Capital Group Core Plus Income ETF position as of Q4 2024 after selling out during the quarter.
Prosperity Financial Group sold 36,530 Capital Group Core Plus Income ETF shares in Q4 2024, an estimated $845K.
Prosperity Financial Group first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and held it in 5 quarters.
Prosperity Financial Group's Capital Group Core Plus Income ETF position peaked at $845K in Q3 2024.
239 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2024.

Based on Prosperity Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.