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 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.88K+ 9.22% |
$41.3K - $42.5K
|
22.3K
$510K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.27K+ 5.67% |
$27.9K - $28.7K
|
23.7K
$543K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.22K+ 4.91% |
$26.7K - $27.4K
|
26K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.2K+ 0.98% |
$26.3K - $27.1K
|
123K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.09K+ 20.46% |
$24K - $24.7K
|
6.44K
$147K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.04K+ 0.97% |
$22.8K - $23.4K
|
108K
$2.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
975+ 22.03% |
$21.4K - $22K
|
5.4K
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
900+ 102.27% |
$19.7K - $20.3K
|
1.78K
$40.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
868+ 0.4% |
$19K - $19.6K
|
220K
$5.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
799+ 10.72% |
$17.5K - $18K
|
8.26K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
748+ 11.01% |
$16.4K - $16.9K
|
7.54K
$173K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
723+ 9.36% |
$15.8K - $16.3K
|
8.45K
$193K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
638+ 5.04% |
$14K - $14.4K
|
13.3K
$304K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
602+ 0.83% |
$13.2K - $13.6K
|
73.2K
$1.68M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
540+ 1.14% |
$11.8K - $12.2K
|
48.1K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
372+ 4.89% |
$8.15K - $8.39K
|
7.97K
$182K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
343+ 17.76% |
$7.52K - $7.74K
|
2.27K
$52K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
219+ 0.62% |
$4.8K - $4.94K
|
35.6K
$815K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
200+ 2.08% |
$4.38K - $4.51K
|
9.83K
$225K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
141+ 0.22% |
$3.09K - $3.18K
|
65K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
129New |
$2.83K - $2.91K
|
129
$2.95K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
111+ 1.24% |
$2.43K - $2.5K
|
9.08K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
108+ 4.57% |
$2.37K - $2.44K
|
2.47K
$56.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
64+ 0.38% |
$1.4K - $1.44K
|
16.7K
$383K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
38+ 0.09% |
$833 - $857
|
42.3K
$967K
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
31+ 0.22% |
$680 - $699
|
14.1K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24+ 0.85% |
$526 - $541
|
2.86K
$65.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
20+ 0.04% |
$438 - $451
|
53.1K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.13% |
$241 - $248
|
8.28K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-30- 0.07% |
$658 - $677
|
41.5K
$950K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-86- 0.37% |
$1.89K - $1.94K
|
23K
$525K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-100- 0.81% |
$2.19K - $2.26K
|
12.2K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-151- 1.4% |
$3.31K - $3.41K
|
10.6K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-164- 1.75% |
$3.59K - $3.7K
|
9.19K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-189- 0.89% |
$4.14K - $4.26K
|
21K
$481K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-242- 0.5% |
$5.3K - $5.46K
|
48.6K
$1.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
SELL
|
- |
-296- 1.77% |
$6.49K - $6.68K
|
16.4K
$376K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-413- 0.16% |
$9.05K - $9.32K
|
251K
$5.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-439- 1.57% |
$9.62K - $9.9K
|
27.4K
$628K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-505- 2.61% |
$11.1K - $11.4K
|
18.8K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-529- 0.7% |
$11.6K - $11.9K
|
74.8K
$1.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-566- 4.99% |
$12.4K - $12.8K
|
10.8K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-758- 1.87% |
$16.6K - $17.1K
|
39.8K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-845- 0.82% |
$18.5K - $19.1K
|
102K
$2.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.12K- 0.37% |
$24.6K - $25.3K
|
299K
$6.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.36K- 6.27% |
$29.8K - $30.7K
|
20.4K
$466K
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-2K- 1.64% |
$43.9K - $45.2K
|
121K
$2.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.03K- 9.11% |
$44.4K - $45.7K
|
20.2K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.27K- 3.21% |
$49.8K - $51.2K
|
68.4K
$1.57M
|