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Capital Group Core Plus Inco shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Plus Inco by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.6M 385k 22.29

More positions owned by Waterloo Capital

State Street Spdr Portfolio S&p 500 Etf St Str P500etf (SPYM)
Wal-Mart Stores (WMT)
State Street Spdr Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG)
Avantis U.s. Large Cap Value Etf Us Large Cap Vlu (AVLV)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus International Enhanced Yield Aptus Int Enh Yl (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding Capital Group Core Plus Inco

Capital Research and Management Company - Division 3
LPL Financial
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Janney Montgomery Scott
Wiley Bros.-aintree Capital
Royal Bank of Canada
Jones Financial Companies, L.L
Advisor Group Holdings
WNY Asset Management

View all funds holding Capital Group Core Plus Inco