Purchases and Sales Made in Q2 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
11.1K+ 296.3% |
$242K - $249K
|
14.8K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.9K+ 491.7% |
$239K - $246K
|
13.1K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.9K+ 30.36% |
$238K - $245K
|
46.7K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
10.8K+ 77.93% |
$237K - $244K
|
24.7K
$565K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
10.6KNew |
$233K - $240K
|
10.6K
$243K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10K+ 5.01% |
$219K - $226K
|
210K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.97K+ 66.85% |
$219K - $225K
|
24.9K
$570K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
9.84KNew |
$216K - $222K
|
9.84K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.67KNew |
$212K - $218K
|
9.67K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.49KNew |
$208K - $214K
|
9.49K
$217K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
9.32KNew |
$204K - $210K
|
9.32K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.31KNew |
$204K - $210K
|
9.31K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9.27K+ 31.89% |
$203K - $209K
|
38.3K
$877K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.32K+ 66.92% |
$182K - $188K
|
20.7K
$475K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8K+ 70.18% |
$175K - $180K
|
19.4K
$444K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
7.67K+ 21.18% |
$168K - $173K
|
43.9K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.23K+ 5.25% |
$159K - $163K
|
145K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.23K+ 4.18% |
$158K - $163K
|
180K
$4.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.76K+ 10.02% |
$148K - $152K
|
74.2K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
6.66K+ 0.91% |
$146K - $150K
|
742K
$17M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.21K+ 25.61% |
$136K - $140K
|
30.4K
$697K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.88K+ 6.76% |
$129K - $133K
|
92.9K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.84K+ 27.34% |
$128K - $132K
|
27.2K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
5.45K+ 5.83% |
$120K - $123K
|
99K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.25K+ 3.15% |
$115K - $118K
|
172K
$3.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.16K+ 1.64% |
$113K - $116K
|
321K
$7.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.99K+ 34.59% |
$109K - $113K
|
19.4K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.86K+ 17.47% |
$107K - $110K
|
32.7K
$748K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
4.73K+ 52.8% |
$104K - $107K
|
13.7K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.47K+ 10.55% |
$98K - $101K
|
46.9K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.47K+ 34.4% |
$97.9K - $101K
|
17.4K
$399K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.63K+ 5.23% |
$79.5K - $81.9K
|
73K
$1.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.59K+ 1.89% |
$78.7K - $81K
|
193K
$4.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.45K+ 2.61% |
$75.6K - $77.8K
|
136K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.24K+ 29.43% |
$71K - $73.1K
|
14.3K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.16K+ 1.37% |
$69.3K - $71.3K
|
233K
$5.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.12K+ 2.36% |
$68.3K - $70.3K
|
135K
$3.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.94K+ 190.24% |
$64.5K - $66.4K
|
4.49K
$103K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.78K+ 6.73% |
$60.9K - $62.7K
|
44K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.73K+ 102.86% |
$59.9K - $61.7K
|
5.39K
$123K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.68K+ 13.02% |
$58.7K - $60.4K
|
23.2K
$532K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.63K+ 0.17% |
$57.5K - $59.2K
|
1.56M
$35.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.61K+ 1.02% |
$57.2K - $58.9K
|
259K
$5.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.6K+ 193.68% |
$57.1K - $58.7K
|
3.95K
$90.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.42K+ 1.45% |
$53.1K - $54.6K
|
169K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.37K+ 25.3% |
$52K - $53.5K
|
11.7K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.37K+ 5.66% |
$51.9K - $53.4K
|
44.2K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.2K+ 18.37% |
$48.2K - $49.6K
|
14.2K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.14K+ 2.92% |
$47K - $48.3K
|
75.4K
$1.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.01K+ 7.68% |
$43.9K - $45.2K
|
28.1K
$644K
|