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Sowell Financial Services’s Capital Group Core Bond ETF CGCB Stock Holding History

Sowell Financial Services’s Portfolio CGCB Stock Details CGCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-54,050
Closed -$1.41M – 530
2024
Q1 		$1.41M Buy
+54,050
New +$1.41M 0.07% 288

Other funds holding CGCB

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sowell Financial Services's CGCB Position: Q2 2024 in Review

Sowell Financial Services sold out of Capital Group Core Bond ETF (CGCB) in Q2 2024, closing a stake of 54,050 shares — an estimated $1.41M sold.

Sowell Financial Services first reported a position in CGCB in Q1 2024 and held it in 1 quarter. The position peaked at $1.41M in Q1 2024. 68 funds tracked by Wall St. Rank hold CGCB as of Q2 2024.

  • Sowell Financial Services reported no remaining Capital Group Core Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sowell Financial Services sold 54,050 Capital Group Core Bond ETF shares in Q2 2024, an estimated $1.41M.
  • Sowell Financial Services first reported a position in Capital Group Core Bond ETF in Q1 2024 and held it in 1 quarter.
  • Sowell Financial Services's Capital Group Core Bond ETF position peaked at $1.41M in Q1 2024.
  • 68 funds tracked by Wall St. Rank held Capital Group Core Bond ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.