Souders Financial Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $63.3M | Buy |
2,811,977
+133,697
| +5% | +$3.01M | 8.05% | 1 |
|
2025
Q1 | $60.1M | Buy |
2,678,280
+182,092
| +7% | +$4.09M | 8.39% | 1 |
|
2024
Q4 | $55.4M | Buy |
2,496,188
+177,997
| +8% | +$3.95M | 7.74% | 1 |
|
2024
Q3 | $53.6M | Buy |
2,318,191
+163,735
| +8% | +$3.79M | 7.47% | 1 |
|
2024
Q2 | $47.9M | Buy |
2,154,456
+55,471
| +3% | +$1.23M | 7.22% | 1 |
|
2024
Q1 | $47.1M | Buy |
2,098,985
+205,682
| +11% | +$4.62M | 7.44% | 1 |
|
2023
Q4 | $43M | Buy |
1,893,303
+272,771
| +17% | +$6.19M | 7.36% | 1 |
|
2023
Q3 | $34.8M | Buy |
1,620,532
+129,786
| +9% | +$2.79M | 6.69% | 1 |
|
2023
Q2 | $33.2M | Buy |
1,490,746
+502,311
| +51% | +$11.2M | 6.34% | 1 |
|
2023
Q1 | $22.5M | Buy |
988,435
+29,910
| +3% | +$682K | 4.78% | 2 |
|
2022
Q4 | $21.4M | Buy |
958,525
+142,416
| +17% | +$3.17M | 4.88% | 3 |
|
2022
Q3 | $17.8M | Buy |
816,109
+242,459
| +42% | +$5.3M | 4.85% | 3 |
|
2022
Q2 | $13.3M | Buy |
+573,650
| New | +$13.3M | 3.84% | 5 |
|