Bridgewealth Advisory Group »

Capital Group Core Plus Inco shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Capital Group Core Plus Inco (CGCP) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Capital Group Core Plus Inco

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Plus Inco held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Plus Inco by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 327k 23.12
2024-06-30 $5.7M 257k 22.22
2024-03-31 $3.7M 165k 22.46
2023-12-31 $477k 21k 22.70

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
United Security Bancshares (UBFO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Ultra Short Govt (BILZ)

View all positions for Bridgewealth Advisory Group

Top funds holding Capital Group Core Plus Inco

Capital Research and Management Company - Division 3
Wells Fargo & Company
LPL Financial
Johnson Bixby & Associates
Envestnet Asset Management
Morgan Stanley
WNY Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James & Associates
Souders Financial Advisors
Mml Investors Services
Janney Montgomery Scott
Royal Bank of Canada

View all funds holding Capital Group Core Plus Inco