Purchases and Sales Made in Q3 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q3 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE PLUS INCOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
642+ 0.09% |
$14.3K - $14.7K
|
742K
$17M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
637+ 0.63% |
$14.2K - $14.6K
|
103K
$2.35M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
541+ 1.44% |
$12K - $12.4K
|
38.1K
$871K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
341+ 0.85% |
$7.59K - $7.83K
|
40.6K
$929K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
335New |
$7.46K - $7.69K
|
335
$7.66K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
271+ 1.21% |
$6.04K - $6.22K
|
22.6K
$516K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
110+ 0.97% |
$2.45K - $2.52K
|
11.4K
$261K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
40+ 0.48% |
$891 - $918
|
8.32K
$190K
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.16% |
$690 - $711
|
18.8K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-284- 2.64% |
$6.32K - $6.52K
|
10.5K
$240K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.61K- 7.93% |
$35.9K - $37K
|
18.7K
$429K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.64K- 15.4% |
$36.5K - $37.6K
|
9K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.05K- 4.18% |
$67.9K - $70K
|
70K
$1.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.05K- 19.51% |
$90.1K - $92.9K
|
16.7K
$382K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.2K- 3.19% |
$183K - $188K
|
248K
$5.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-11.7K- 79.31% |
$261K - $269K
|
3.06K
$69.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16.5K- 37.04% |
$367K - $378K
|
28K
$641K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.8K- 19.22% |
$418K - $431K
|
79K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-613K- 72.88% |
$13.7M - $14.1M
|
228K
$5.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-696K- 18.81% |
$15.5M - $16M
|
3.01M
$68.8M
|