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Raleigh Capital Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Raleigh Capital Management’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
Q3 		– Sell
-1,264
Closed -$28.1K – 1007
2024
Q2 		$28.1K Buy
+1,264
New +$28.1K 0.01% 379

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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raleigh Capital Management's CGCP Position: Q3 2024 in Review

Raleigh Capital Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q3 2024, closing a stake of 1,264 shares — an estimated $28.1K sold.

Raleigh Capital Management first reported a position in CGCP in Q2 2024 and held it in 1 quarter. The position peaked at $28.1K in Q2 2024. 205 funds tracked by Wall St. Rank hold CGCP as of Q3 2024.

  • Raleigh Capital Management reported no remaining Capital Group Core Plus Income ETF position as of Q3 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 1,264 Capital Group Core Plus Income ETF shares in Q3 2024, an estimated $28.1K.
  • Raleigh Capital Management first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and held it in 1 quarter.
  • Raleigh Capital Management's Capital Group Core Plus Income ETF position peaked at $28.1K in Q2 2024.
  • 205 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2024.

Based on Raleigh Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.