Tyler-Stone Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Tyler-Stone Wealth Management’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
2025 Q2	$1.08M	Buy	48,101 +540	+1%	+$12K	0.17%	108
2025 Q1	$1.07M	Buy	47,561 +985	+2%	+$22K	0.19%	104
2024 Q4	$1.03M	Buy	46,576 +1,037	+2%	+$23.4K	0.18%	103
2024 Q3	$1.05M	Buy	+45,539	New	+$1.04M	0.2%	98

Other funds holding CGCP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Tyler-Stone Wealth Management's CGCP Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.1% in Q2 2025, buying an estimated $12K and bringing the position to 48,101 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #108.

Tyler-Stone Wealth Management first reported a position in CGCP in Q3 2024 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold CGCP as of Q2 2025.

Tyler-Stone Wealth Management held 48,101 shares of Capital Group Core Plus Income ETF worth $1.08M as of Q2 2025.
Tyler-Stone Wealth Management bought 540 Capital Group Core Plus Income ETF shares in Q2 2025, an estimated $12K.
Capital Group Core Plus Income ETF made up 0.17% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #108 holding.
Tyler-Stone Wealth Management first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 4 quarters since.
263 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.