Winch Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$65.7K	Buy	2,939 +23	+0.8%	+$521	0.02%	152
2025 Q4	$66K	Buy	2,916 +27	+0.9%	+$614	0.01%	154
2025 Q3	$65.6K	Buy	2,889 +27	+0.9%	+$610	0.01%	153
2025 Q2	$64.4K	Buy	2,862 +24	+0.8%	+$533	0.02%	146
2025 Q1	$63.7K	Buy	2,838 +22	+0.8%	+$492	0.02%	141
2024 Q4	$62.5K	Buy	2,816 +27	+1%	+$609	0.02%	143
2024 Q3	$64.5K	Buy	2,789 +23	+0.8%	+$525	0.02%	138
2024 Q2	$61.5K	Buy	2,766 +33	+1%	+$732	0.02%	133
2024 Q1	$61.4K	Buy	2,733 +23	+0.8%	+$517	0.02%	135
2023 Q4	$61.5K	Buy	2,710 +1,813	+202%	+$39.6K	0.02%	130
2023 Q3	$19K	Hold	897	–	–	0.01%	200
2023 Q2	$20K	Hold	897	–	–	0.01%	191
2023 Q1	$20K	Buy	+897	New	+$20.3K	0.01%	189