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

SeaCrest Wealth 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
2022
Q3 		– Sell
-1,006
Closed -$23K – 770
2022
Q2 		$23K Buy
+1,006
New +$24.1K ﹤0.01% 1429

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JBA
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SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

SeaCrest Wealth Management's CGCP Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Capital Group Core Plus Income ETF (CGCP) in Q3 2022, closing a stake of 1,006 shares — an estimated $23K sold.

SeaCrest Wealth Management first reported a position in CGCP in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 50 funds tracked by Wall St. Rank hold CGCP as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Capital Group Core Plus Income ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,006 Capital Group Core Plus Income ETF shares in Q3 2022, an estimated $23K.
  • SeaCrest Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Capital Group Core Plus Income ETF position peaked at $23K in Q2 2022.
  • 50 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.