Strategic Family Wealth Counselors’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
$1.08M Sell
47,927
-11,812
-20% -$266K 0.31% 59
2025
Q1
$1.34M Buy
59,739
+2,691
+5% +$60.4K 0.44% 53
2024
Q4
$1.27M Sell
57,048
-48,397
-46% -$1.07M 0.41% 54
2024
Q3
$2.44M Buy
105,445
+3,415
+3% +$79K 0.85% 34
2024
Q2
$2.27M Sell
102,030
-1,097
-1% -$24.4K 0.86% 32
2024
Q1
$2.32M Buy
103,127
+19,109
+23% +$429K 0.92% 32
2023
Q4
$1.91M Buy
+84,018
New +$1.91M 0.8% 33