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

Seamount 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
2025
Q2 		– Sell
-9,604
Closed -$216K – 131
2025
Q1 		$216K Sell
9,604
-67
-0.7% -$1.5K 0.15% 97
2024
Q4 		$215K Buy
+9,671
New +$218K 0.15% 99

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Envestnet Asset Management
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JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WAM
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Seamount Financial Group's CGCP Position: Q2 2025 in Review

Seamount Financial Group sold out of Capital Group Core Plus Income ETF (CGCP) in Q2 2025, closing a stake of 9,604 shares — an estimated $216K sold.

Seamount Financial Group first reported a position in CGCP in Q4 2024 and held it in 2 quarters. The position peaked at $216K in Q1 2025. 263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

  • Seamount Financial Group reported no remaining Capital Group Core Plus Income ETF position as of Q2 2025 after selling out during the quarter.
  • Seamount Financial Group sold 9,604 Capital Group Core Plus Income ETF shares in Q2 2025, an estimated $216K.
  • Seamount Financial Group first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and held it in 2 quarters.
  • Seamount Financial Group's Capital Group Core Plus Income ETF position peaked at $216K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Seamount Financial Group's 13F filing for Q2 2025, filed 23 Jul 2025.