Sterling Investment Advisors (Pennsylvania)’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
$319K Buy
14,175
+2,200
+18% +$49.5K 0.07% 150
2025
Q1
$269K Buy
11,975
+250
+2% +$5.61K 0.06% 155
2024
Q4
$260K Buy
+11,725
New +$260K 0.06% 143