Diversify Wealth Management LLC boosted its holdings in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 50.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 657,490 shares of the company’s stock after purchasing an additional 220,003 shares during the period. Capital Group Core Plus Income ETF makes up 1.1% of Diversify Wealth Management LLC’s portfolio, making the stock its 16th largest position. Diversify Wealth Management LLC owned 0.67% of Capital Group Core Plus Income ETF worth $14,465,000 as of its most recent SEC filing.
Several other institutional investors have also added to or reduced their stakes in the business. Bernardo Wealth Planning LLC lifted its stake in shares of Capital Group Core Plus Income ETF by 8.5% in the 4th quarter. Bernardo Wealth Planning LLC now owns 1,139,969 shares of the company’s stock valued at $25,079,000 after acquiring an additional 88,945 shares during the last quarter. IAM Advisory LLC increased its stake in Capital Group Core Plus Income ETF by 4.1% in the 4th quarter. IAM Advisory LLC now owns 1,141,564 shares of the company’s stock worth $25,343,000 after purchasing an additional 45,181 shares during the period. Kera Capital Partners Inc. bought a new stake in Capital Group Core Plus Income ETF in the fourth quarter valued at approximately $5,760,000. Arkadios Wealth Advisors boosted its stake in shares of Capital Group Core Plus Income ETF by 8.4% during the fourth quarter. Arkadios Wealth Advisors now owns 21,865 shares of the company’s stock valued at $485,000 after purchasing an additional 1,699 shares during the period. Finally, TrueWealth Advisors LLC increased its stake in shares of Capital Group Core Plus Income ETF by 15.4% in the fourth quarter. TrueWealth Advisors LLC now owns 47,137 shares of the company’s stock worth $1,046,000 after buying an additional 6,279 shares during the period.
Capital Group Core Plus Income ETF Stock Performance
CGCP stock opened at $22.22 on Monday. The firm’s 50-day moving average price is $22.36 and its two-hundred day moving average price is $22.65. Capital Group Core Plus Income ETF has a 12-month low of $21.82 and a 12-month high of $23.39.
Capital Group Core Plus Income ETF Increases Dividend
Capital Group Core Plus Income ETF Company Profile
The Capital Group Core Plus Income ETF (CGCP) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund actively invests in bonds and other debt securities issued by corporate and government entities from around the globe, with no limitations regarding credit ratings and maturities.
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