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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-665- 5.44% |
$14.8K - $15.3K
|
11.6K
$262K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-783- 3.72% |
$17.4K - $18K
|
20.2K
$459K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-978- 7.74% |
$21.8K - $22.4K
|
11.7K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.13K- 2.94% |
$25.1K - $25.9K
|
37.2K
$844K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.19K- 5.0% |
$26.4K - $27.2K
|
22.5K
$511K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 1.31% |
$27.7K - $28.5K
|
93.5K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.61K- 7.93% |
$35.9K - $37K
|
18.7K
$425K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.64K- 15.4% |
$36.5K - $37.6K
|
9K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.02K- 2.22% |
$67.3K - $69.3K
|
133K
$3.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3.05K- 4.18% |
$67.9K - $70K
|
70K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.95K- 5.4% |
$88.1K - $90.7K
|
69.3K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.05K- 19.51% |
$90.1K - $92.9K
|
16.7K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.2K- 3.19% |
$183K - $188K
|
248K
$5.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-11.7K- 79.31% |
$261K - $269K
|
3.06K
$69.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-12.8K- 3.17% |
$285K - $294K
|
392K
$8.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16.5K- 37.04% |
$367K - $378K
|
28K
$636K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-18.2K- 7.0% |
$405K - $418K
|
242K
$5.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.8K- 19.22% |
$418K - $431K
|
79K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-22.3K- 8.9% |
$497K - $512K
|
228K
$5.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-92K- 24.06% |
$2.05M - $2.11M
|
291K
$6.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-193K- 12.4% |
$4.3M - $4.43M
|
1.36M
$30.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-613K- 72.88% |
$13.7M - $14.1M
|
228K
$5.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-696K- 18.81% |
$15.5M - $16M
|
3.01M
$68.2M
|