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Simplicity Solutions’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Simplicity Solutions’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
Q4 		$736K Buy
32,425
+949
+3% +$20.7K 0.02% 537
2023
Q3 		$677K Buy
31,476
+814
+3% +$17.9K 0.02% 524
2023
Q2 		$683K Buy
+30,662
New +$693K 0.02% 574

Other funds holding CGCP

JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Simplicity Solutions's CGCP Position: Q4 2023 in Review

Simplicity Solutions increased its Capital Group Core Plus Income ETF (CGCP) stake by 3% in Q4 2023, buying an estimated $20.7K and bringing the position to 32,425 shares worth $736K. The position accounts for 0.02% of the portfolio, ranked #537.

Simplicity Solutions first reported a position in CGCP in Q2 2023 and has held it in 3 quarters since. 153 funds tracked by Wall St. Rank hold CGCP as of Q4 2023.

  • Simplicity Solutions held 32,425 shares of Capital Group Core Plus Income ETF worth $736K as of Q4 2023.
  • Simplicity Solutions bought 949 Capital Group Core Plus Income ETF shares in Q4 2023, an estimated $20.7K.
  • Capital Group Core Plus Income ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #537 holding.
  • Simplicity Solutions first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 3 quarters since.
  • 153 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.