Purchases and Sales Made in Q2 2025 in Capital Grp Core Plus Income E (CGMS)
This table provides information about the institutional ownership of Capital Grp Core Plus Income E (CGMS) during Q2 2025. The information is specifically focused on institutions that hold shares of CAPITAL GRP CORE PLUS INCOME E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-5.87K- 2.59% |
N/A
|
221K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-9.57K- 34.91% |
N/A
|
17.8K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-15.6K- 30.58% |
N/A
|
35.4K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-20.4K- 25.12% |
N/A
|
60.7K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-38.2K- 12.82% |
N/A
|
260K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-48.2K- 35.08% |
N/A
|
89.3K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-68.8K- 40.62% |
N/A
|
101K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-106K- 74.56% |
N/A
|
36.2K
$0
|