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 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.4KNew |
N/A
|
7.4K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.3K+ 0.4% |
N/A
|
1.83M
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
7.21K+ 3.14% |
N/A
|
237K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.96K+ 84.29% |
N/A
|
15.2K
$0
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.65K+ 43.08% |
N/A
|
22.1K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
6.35K+ 29.0% |
N/A
|
28.2K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.12K+ 409.37% |
N/A
|
7.61K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.82K+ 52.01% |
N/A
|
17K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
5.81K+ 14.85% |
N/A
|
44.9K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.24K+ 174.8% |
N/A
|
8.24K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.97K+ 20.73% |
N/A
|
28.9K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.81K+ 22.07% |
N/A
|
26.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
4.79K+ 4.4% |
N/A
|
113K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.7K+ 3.73% |
N/A
|
131K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.66K+ 35.46% |
N/A
|
17.8K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.33K+ 15.51% |
N/A
|
32.2K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.04K+ 13.96% |
N/A
|
33K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.35K+ 1.06% |
N/A
|
320K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
3.26K+ 7.38% |
N/A
|
47.4K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
3.12K+ 2.79% |
N/A
|
115K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.11K+ 118.5% |
N/A
|
5.73K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.09K+ 4.63% |
N/A
|
69.7K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.08K+ 1.42% |
N/A
|
219K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
2.95K+ 5.94% |
N/A
|
52.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.91K+ 23.36% |
N/A
|
15.3K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.77K+ 34.16% |
N/A
|
10.9K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.68K+ 8.0% |
N/A
|
36.1K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.65K+ 17.05% |
N/A
|
18.2K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.64K+ 0.77% |
N/A
|
347K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.43K+ 7.83% |
N/A
|
33.5K
$0
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.35K+ 88.65% |
N/A
|
5.01K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.26K+ 4.03% |
N/A
|
58.4K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 16.05% |
N/A
|
16.3K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.2K+ 3.25% |
N/A
|
69.8K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.17K+ 22.05% |
N/A
|
12K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.07K+ 1.97% |
N/A
|
107K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.84K+ 67.62% |
N/A
|
4.55K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.73K+ 3.04% |
N/A
|
58.7K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.73K+ 4.52% |
N/A
|
40K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.69K+ 14.64% |
N/A
|
13.3K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 7.76% |
N/A
|
20.4K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.45K+ 18.47% |
N/A
|
9.3K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.37K+ 9.17% |
N/A
|
16.3K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.17K+ 1.51% |
N/A
|
78.6K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.15K+ 11.27% |
N/A
|
11.3K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.13K+ 38.26% |
N/A
|
4.09K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.12K+ 6.29% |
N/A
|
19K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.1K+ 1.96% |
N/A
|
57.3K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.06K+ 10.35% |
N/A
|
11.3K
$0
|