CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF - Proprietà istituzionale - Acquirenti

Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
US ˙ ARCA ˙ US14020Y1029

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF includono Tribridge Partners Financial LLC, Stephens Inc /ar/, Fiduciary Alliance LLC, Franklin Resources Inc, United Advisor Group, LLC, Stratos Wealth Partners, LTD., Oak Hill Wealth Advisors, Llc, Gts Securities Llc, Ground Swell Capital, LLC, Richmond Investment Services, LLC, Aspire Growth Partners LLC, Balboa Wealth Partners, Security Financial Services, INC., Strategic Blueprint, LLC, Wambolt & Associates, LLC, Assetmark, Inc, Summit Global Investments, Venture Visionary Partners LLC, Cim, Llc, e Ameriprise Financial Inc .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-07-17 13F Venture Visionary Partners LLC 9.488 213
2025-08-07 13F Winch Advisory Services, LLC 2.862 0,85 64 1,59
2025-08-20 NP CGBL - Capital Group Core Balanced ETF Share Class 26.623.160 28,19 599.021 28,47
2025-07-22 13F Wealthcare Capital Management Llc 42.251 0,09 951 0,32
2025-07-22 13F Belpointe Asset Management LLC 135.816 2,61 3.056 2,83
2025-08-13 13F EverSource Wealth Advisors, LLC 424.878 4,74 9.560 4,97
2025-08-14 13F Diversify Wealth Management, Llc 751.401 10,74 16.937 11,19
2025-08-14 13F Ruggaard & Associates LLC 674.361 3,42 15.173 3,65
2025-08-11 13F Core Wealth Partners LLC 230.007 58,42 5.175 58,79
2025-08-12 13F Richmond Investment Services, LLC 23.369 526
2025-07-16 13F Magnus Financial Group LLC 74.190 10,02 1.669 10,31
2025-08-12 13F XTX Topco Ltd 11.739 25,30 264 25,71
2025-08-08 13F Gts Securities Llc 26.783 603
2025-08-12 13F MAI Capital Management 2.027 46
2025-08-11 13F Private Advisor Group, LLC 394.643 3,21 8.880 3,44
2025-08-18 13F Tyler-Stone Wealth Management 48.101 1,14 1.082 1,41
2025-08-15 13F Kestra Advisory Services, LLC 283.877 23,79 6.387 24,07
2025-07-30 13F Cullen/frost Bankers, Inc. 87.190 37,29 1.962 37,61
2025-08-07 13F Cvfg Llc 44.033 6,73 991 6,91
2025-08-12 13F Jpmorgan Chase & Co 57.428 25,08 1.292 25,44
2025-07-22 13F Merit Financial Group, LLC 191.658 44,09 4.312 44,41
2025-07-15 13F tru Independence LLC 16.726 0,38 376 0,53
2025-08-11 13F Principal Securities, Inc. 48.752 29,57 1.097 31,26
2025-08-12 13F Summit Global Investments 9.668 0
2025-08-14 13F Citadel Advisors Llc 135.528 3.049
2025-07-10 13F Financial Management Network Inc 96.143 24,60 2.158 26,35
2025-08-11 13F Inspire Advisors, LLC 169.236 1,45 3.808 1,68
2025-07-22 13F Wealthcare Advisory Partners LLC 437.070 14,55 9.834 14,82
2025-07-29 13F Koshinski Asset Management, Inc. 32.687 17,47 735 17,79
2025-08-15 13F Morgan Stanley 14.411.181 4,49 324.252 4,72
2025-07-29 13F Balboa Wealth Partners 12.661 285
2025-08-11 13F Perennial Investment Advisors, LLC 76.767 57,91 1.727 58,30
2025-08-13 13F Capital Group Private Client Services, Inc. 122.128 15,23 2.748 15,47
2025-08-08 13F Larson Financial Group LLC 1.780 102,27 40 110,53
2025-07-17 13F Johnson Bixby & Associates, LLC 5.631.675 1,71 126.713 1,94
2025-07-11 13F LongView Wealth Management 92.896 6,76 2.090 7,01
2025-08-14 13F GWM Advisors LLC 177.883 79,08 4.002 79,54
2025-07-22 13F Oak Hill Wealth Advisors, Llc 30.667 685
2025-07-17 13F Sterling Investment Advisors, Ltd. 14.175 18,37 319 18,66
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 19.400 70,18 436 70,98
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2.899.033 533,09 65.408 537,13
2025-07-22 13F DAVENPORT & Co LLC 107.741 0,97 2.424 1,21
2025-07-24 13F NavPoint Financial, Inc. 559.271 44,46 12.584 44,78
2025-07-25 13F Yarger Wealth Strategies, Llc 9.079 1,24 204 1,49
2025-07-25 13F We Are One Seven, LLC 9.828 2,08 221 2,31
2025-08-14 13F Clg Llc 99.046 5,83 2.229 6,04
2025-08-08 13F Kingsview Wealth Management, LLC 180.221 4,18 4.055 4,40
2025-07-09 13F Dynamic Advisor Solutions LLC 101.908 12,45 2.293 12,68
2025-07-10 13F Kmg Fiduciary Partners, Llc 73.022 5,23 1.643 5,46
2025-08-13 13F Renaissance Technologies Llc 11.400 256
2025-07-31 13F Ground Swell Capital, LLC 26.425 595
2025-08-08 13F CWS Financial Advisors, LLC 30.443 25,61 685 25,74
2025-07-24 13F Cyndeo Wealth Partners, LLC 75.374 2,92 1.696 3,10
2025-08-14 13F Royal Bank Of Canada 2.929.323 8,40 65.910 8,65
2025-08-18 13F/A Kestra Investment Management, LLC 1.156.455 27,70 26.020 27,98
2025-07-30 13F Greatmark Investment Partners, Inc. 107.480 17,78 2.418 18,07
2025-08-04 13F WNY Asset Management, LLC 4.048.556 0,67 91.093 0,90
2025-07-22 13F Wealthcare Capital Partners, LLC 24.676 77,93 555 78,46
2025-08-14 13F Tudor Financial Inc. 14.093 0,22 317 0,63
2025-08-13 13F Wambolt & Associates, LLC 10.628 239
2025-08-14 13F Benjamin Edwards Inc 320.599 1,64 7.213 1,86
2025-08-27 13F/A Brinker Capital Investments, LLC 50.513 49,51 1.137 49,87
2025-07-23 13F Valmark Advisers, Inc. 393.014 29,25 8.843 29,53
2025-08-11 13F United Advisor Group, LLC 31.383 706
2025-08-07 13F PFG Advisors 46.863 10,55 1.054 10,83
2025-08-11 13F Aptus Capital Advisors, LLC 5.400 22,03 122 22,22
2025-08-04 13F Bridgewealth Advisory Group, LLC 359.069 542,33 8.079 544,26
2025-08-14 13F Goldman Sachs Group Inc 421.487 225,83 9.483 226,55
2025-08-18 13F Geneos Wealth Management Inc. 256.672 8,20 5.775 8,45
2025-08-14 13F IHT Wealth Management, LLC 233.083 19,17 5.244 19,43
2025-07-11 13F Trinity Wealth Management, LLC 55.056 118,33 1.239 118,73
2025-08-12 13F SRS Capital Advisors, Inc. 5.392 102,86 121 105,08
2025-07-28 13F RFG Advisory, LLC 28.126 7,68 633 7,85
2025-07-16 13F Midwest Heritage Bank, FSB 1.010.208 2,95 22.730 3,18
2025-08-12 13F Quadcap Wealth Management, LLC 808.253 10,56 18.186 10,80
2025-08-13 13F Baird Financial Group, Inc. 1.541.135 4,28 34.676 4,51
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 1.302.354 3,67 29.303 3,90
2025-07-08 13F IAM Advisory, LLC 1.200.730 3,18 27.016 3,41
2025-08-05 13F Carson Advisory Inc. 13.689 52,80 308 53,23
2025-08-06 13F Souders Financial Advisors 2.811.977 4,99 63.269 5,23
2025-07-11 13F SILVER OAK SECURITIES, Inc 22.311 9,22 502 9,63
2025-07-24 13F IFP Advisors, Inc 119.937 16,76 2.699 17,00
2025-08-04 13F Arkadios Wealth Advisors 23.717 5,67 534 5,96
2025-08-05 13F Hunter Associates Investment Management Llc 104.318 12,31 2 0,00
2025-07-29 13F Madison Wealth Partners, Inc 35.602 0,62 801 0,88
2025-08-12 13F Steward Partners Investment Advisory, Llc 7.974 4,89 179 5,29
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 2.274 17,76 51 18,60
2025-07-30 13F Strategic Blueprint, LLC 11.289 254
2025-08-04 13F Pensionmark Financial Group, Llc 44.194 5,66 994 5,97
2025-08-13 13F Capital International Investors 26.791.883 28,57 602.817 28,86
2025-07-25 13F Priebe Wealth Holdings LLC 80.988 39,18 1.822 39,51
2025-08-11 13F Rothschild Investment Llc 123.090 0,98 2.770 1,21
2025-08-29 13F Centaurus Financial, Inc. 176.162 61,92 4 50,00
2025-08-14 13F Raymond James Financial Inc 4.606.095 2,98 103.637 3,21
2025-08-19 13F Cim, Llc 9.320 210
2025-07-08 13F Adamsbrown Wealth Consultants Llc 1.261.494 3,61 28.384 3,84
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 135.280 2,36 3.044 2,56
2025-08-12 13F Franklin Resources Inc 48.155 1.083
2025-08-14 13F Jane Street Group, Llc 985.556 88,81 22.175 89,24
2025-08-05 13F BEAM Asset Management, LLC 12.634 284
2025-08-12 13F J.w. Cole Advisors, Inc. 14.255 29,43 321 29,55
2025-08-13 13F Congress Wealth Management LLC / DE / 46.702 30,36 1.051 30,60
2025-08-08 13F Security Financial Services, INC. 11.445 258
2025-08-01 13F Ashton Thomas Private Wealth, LLC 340.967 31,86 7.672 32,14
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1.555.988 0,17 34.932 0,17
2025-07-31 13F Oppenheimer & Co Inc 160.559 51,96 3.613 52,28
2025-07-30 13F Wbh Advisory Inc 429.060 3,77 9.654 4,00
2025-08-14 13F Smartleaf Asset Management LLC 246.400 9,20 5.529 9,36
2025-08-08 13F Cetera Investment Advisers 5.312.064 9,31 119.521 9,55
2025-07-22 13F Olistico Wealth, LLC 6.440 20,46 145 20,00
2025-08-06 13F Commonwealth Equity Services, Llc 3.702.965 17,02 83 16,90
2025-08-04 13F Assetmark, Inc 9.837 221
2025-07-08 13F Zrc Wealth Management, Llc 8.280 0,13 186 0,54
2025-08-04 13F Creative Financial Designs Inc /adv 8.451 9,36 190 9,83
2025-08-13 13F Level Four Advisory Services, Llc 166.554 22,51 3.747 22,77
2025-08-06 13F Prospera Financial Services Inc 145.024 5,25 3.263 5,50
2025-07-24 13F FinDec Wealth Services, Inc. 741.825 0,91 16.691 1,13
2025-07-17 13F Janney Montgomery Scott LLC 2.871.186 7,80 65 8,47
2025-08-25 13F Silverlake Wealth Management Llc 73.230 0,83 1.648 1,04
2025-08-14 13F Mml Investors Services, Llc 2.318.254 6,63 52 8,33
2025-07-09 13F Fiduciary Alliance LLC 69.337 1.560
2025-07-29 13F Clearview Wealth Advisors LLC 549.551 3,16 12.365 3,39
2025-08-15 13F Captrust Financial Advisors 1.540.954 9,19 34.671 9,43
2025-07-17 13F Greenbush Financial Group, LLC 357.203 7,54 8.037 7,78
2025-07-24 13F Stonebridge Financial Group, LLC 1.637.195 50,78 36.837 51,12
2025-08-14 13F Old Mission Capital Llc 81.825 493,71 1.841 495,79
2025-08-14 13F/A Rockefeller Capital Management L.P. 27.223 27,34 613 27,77
2025-07-10 13F Sovran Advisors, LLC 462.510 76,92 10.337 78,53
2025-05-15 13F/A Orion Portfolio Solutions, LLC 33.786 100,27 758 102,67
2025-07-31 13F Richards, Merrill & Peterson, Inc. 54.651 33,24 1.230 33,59
2025-07-30 13F Smith Thornton Advisors LLC 220.283 0,40 4.956 0,63
2025-08-12 13F Leigh Baldwin & Co., Llc 169.911 31,64 3.823 31,93
2025-07-09 13F Breakwater Capital Group 13.299 5,04 299 5,28
2025-07-11 13F Farther Finance Advisors, LLC 20.011 450
2025-07-10 13F Affiance Financial, LLC 170.480 6,98 3.836 7,21
2025-08-15 13F Equitable Holdings, Inc. 209.912 5,01 4.723 5,26
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1.924.689 1,78 43 2,38
2025-08-13 13F Capital Analysts, Inc. 58.441 55,20 1
2025-08-13 13F Jones Financial Companies Lllp 1.796.177 29,10 40.306 29,27
2025-07-22 13F Confluence Wealth Services, Inc. 1.236.582 5,27 27.823 7,03
2025-07-18 13F Truist Financial Corp 345.341 131,10 7.770 131,66
2025-08-14 13F Stifel Financial Corp 2.194.246 16,68 49.371 16,94
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4.490 190,24 101 197,06
2025-08-12 13F Entruity Wealth, LLC 218.672 7,15 4.920 7,40
2025-08-13 13F VestGen Advisors, LLC 172.093 3,15 3.872 3,39
2025-07-16 13F Swisher Financial Concepts, Inc. 258.879 1,02 5.825 1,23
2025-07-28 13F Eq Wealth Advisors, Llc 38.332 31,89 862 32,21
2025-08-14 13F Freedom Financial Partners LLC 369.927 3,73 8.323 3,96
2025-07-30 13F D.a. Davidson & Co. 741.373 6,68 16.681 6,92
2025-08-12 13F Global Retirement Partners, LLC 173.824 58,60 3.911 60,75
2025-08-08 13F New England Capital Financial Advisors LLC 543.893 8,34 12.238 8,58
2025-08-08 13F Condor Capital Management 754.231 3,40 16.970 3,63
2025-08-14 13F Integrated Wealth Concepts LLC 24.894 66,85 560 67,66
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 2.469 4,57 56 3,77
2025-08-12 13F LPL Financial LLC 14.741.294 18,83 331.679 19,10
2025-07-29 13F Stratos Wealth Partners, LTD. 30.871 695
2025-08-13 13F Aspire Growth Partners LLC 15.703 353
2025-08-13 13F Gateway Wealth Partners, LLC 19.410 34,59 437 34,98
2025-07-30 13F Financial Perspectives, Inc 8.255 10,72 186 10,78
2025-07-18 13F Vicus Capital 17.446 34,40 393 34,71
2025-08-12 13F Jacobi Capital Management LLC 25.981 4,91 585 5,23
2025-08-14 13F Mariner, LLC 233.377 1,37 5.251 1,59
2025-07-30 13F Brookstone Capital Management 20.740 66,92 467 67,63
2025-08-04 13F IFG Advisory, LLC 66.799 46,45 1.503 46,82
2025-07-25 13F Concurrent Investment Advisors, LLC 382.594 6,23 8.608 6,47
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 23.241 13,02 523 13,23
2025-08-04 13F Premier Path Wealth Partners, LLC 53.060 0,04 1.194 0,25
2025-08-01 13F Rossby Financial, LCC 129 3
2025-08-05 13F 5T Wealth, LLC 43.852 21,18 987 21,43
2025-07-24 13F Endeavor Private Wealth, Inc. 99.251 29,78 2.233 30,13
2025-08-14 13F Ameriprise Financial Inc 9.305 209
2025-08-08 13F Avantax Advisory Services, Inc. 271.468 6,01 6.108 6,26
2025-08-27 13F Tribridge Partners Financial LLC 478.431 11
2025-07-29 13F Stephens Inc /ar/ 404.483 9.101
2025-07-16 13F ORG Partners LLC 13.118 491,70 295 502,04
2025-08-01 13F Envestnet Asset Management Inc 7.601.504 44,85 171.034 45,17
2025-08-13 13F Northwestern Mutual Wealth Management Co 4.979.795 8,13 112.045 8,37
2025-08-14 13F CoreCap Advisors, LLC 7.543 11,01 170 11,18
2025-07-25 13F Cwm, Llc 14.782 296,30 0
2025-08-07 13F Alpha Financial Advisors, LLC 65.004 0,22 1.463 0,41
2025-07-30 13F Studio Investment Management Llc 193.308 1,89 4.349 2,11
2025-08-08 13F Capital Investment Advisory Services, LLC 3.947 193,68 89 193,33
2025-08-12 13F Proequities, Inc. 0 0
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