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 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.4K- 13.42% |
$52.6K - $54.2K
|
15.5K
$354K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 6.0% |
$56.4K - $58.1K
|
40.3K
$922K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.95K- 6.21% |
$64.6K - $66.4K
|
44.5K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.38K- 2.59% |
$74.1K - $76.3K
|
127K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.61K- 18.3% |
$79.1K - $81.4K
|
16.1K
$369K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-4.1K- 1.7% |
$90K - $92.6K
|
237K
$5.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.23K- 18.91% |
$92.7K - $95.5K
|
18.1K
$415K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-4.38K- 1.76% |
$96K - $98.8K
|
245K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.99K- 2.45% |
$109K - $113K
|
199K
$4.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.24K- 22.43% |
$115K - $118K
|
18.1K
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5.33K- 0.71% |
$117K - $120K
|
748K
$17.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.9K- 5.69% |
$129K - $133K
|
97.7K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.1K- 25.85% |
$134K - $138K
|
17.5K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.58K- 8.54% |
$166K - $171K
|
81.2K
$1.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.69K- 1.57% |
$169K - $174K
|
483K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.12K- 11.32% |
$178K - $183K
|
63.6K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.65K- 9.25% |
$212K - $218K
|
94.8K
$2.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.76K- 20.42% |
$214K - $220K
|
38K
$870K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-10.1K- 2.04% |
$221K - $228K
|
484K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-11.8K- 19.77% |
$259K - $266K
|
47.9K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.9K- 10.2% |
$304K - $313K
|
122K
$2.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.9K- 55.94% |
$327K - $337K
|
11.8K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-16.5K- 2.02% |
$362K - $373K
|
800K
$18.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-17.8K- 33.24% |
$389K - $401K
|
35.7K
$817K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-19.9K- 22.1% |
$436K - $448K
|
70K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-24.2K- 2.8% |
$531K - $546K
|
841K
$19.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-24.6K- 39.54% |
$538K - $554K
|
37.5K
$859K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-25.1K- 8.79% |
$549K - $565K
|
260K
$5.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-26.1K- 46.67% |
$572K - $589K
|
29.8K
$683K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-31.8K- 2.85% |
$697K - $718K
|
1.08M
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-49.8K- 6.04% |
$1.09M - $1.12M
|
775K
$17.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63.5K- 17.84% |
$1.39M - $1.43M
|
292K
$6.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-70.8K- 4.32% |
$1.55M - $1.6M
|
1.57M
$35.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-74.2K- 47.87% |
$1.63M - $1.67M
|
80.8K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-76.6K- 73.05% |
$1.68M - $1.73M
|
28.3K
$646K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-105K- 9.0% |
$2.3M - $2.36M
|
1.06M
$24.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-123K- 78.06% |
$2.69M - $2.77M
|
34.6K
$791K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-167K- 7.81% |
$3.65M - $3.76M
|
1.97M
$45M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-355K- 8.26% |
$7.77M - $8M
|
3.94M
$90.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-365K- 3.04% |
$7.99M - $8.22M
|
11.6M
$266M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-708K- 34.78% |
$15.5M - $16M
|
1.33M
$30.4M
|