Rehmann Capital Advisory Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Rehmann Capital Advisory 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
2023 Q3	–	Sell	-9,158	Closed	-$204K	–	542
2023 Q2	$204K	Hold	9,158	–	–	0.02%	514
2023 Q1	$209K	Hold	9,158	–	–	0.02%	509
2022 Q4	$204K	Hold	9,158	–	–	0.02%	518
2022 Q3	$200K	Buy	+9,158	New	+$213K	0.02%	491

Other funds holding CGCP

JBA

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

WAM

WNY Asset Management Williamsville, New York $967M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Rehmann Capital Advisory Group's CGCP Position: Q3 2023 in Review

Rehmann Capital Advisory Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q3 2023, closing a stake of 9,158 shares — an estimated $204K sold.

Rehmann Capital Advisory Group first reported a position in CGCP in Q3 2022 and held it in 4 quarters. The position peaked at $209K in Q1 2023. 121 funds tracked by Wall St. Rank hold CGCP as of Q3 2023.

Rehmann Capital Advisory Group reported no remaining Capital Group Core Plus Income ETF position as of Q3 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 9,158 Capital Group Core Plus Income ETF shares in Q3 2023, an estimated $204K.
Rehmann Capital Advisory Group first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and held it in 4 quarters.
Rehmann Capital Advisory Group's Capital Group Core Plus Income ETF position peaked at $209K in Q1 2023.
121 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.