Purchases and Sales Made in Q4 2025 in Capital Group Core Plus Income (CGCP)
This table provides information about the institutional ownership of Capital Group Core Plus Income (CGCP) during Q4 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE PLUS INCOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
151KNew |
$3.41M - $3.46M
|
151K
$3.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
143K+ 27.77% |
$3.25M - $3.3M
|
660K
$15M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
133K+ 154.91% |
$3.01M - $3.05M
|
218K
$4.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
131K+ 18.53% |
$2.96M - $3M
|
835K
$18.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
119K+ 8.71% |
$2.69M - $2.73M
|
1.48M
$33.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
105K+ 45.86% |
$2.37M - $2.4M
|
333K
$7.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
94.5K+ 5.01% |
$2.14M - $2.17M
|
1.98M
$44.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
79.5K+ 67.48% |
$1.8M - $1.83M
|
197K
$4.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
72.1KNew |
$1.63M - $1.66M
|
72.1K
$1.63M
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
70.8KNew |
$1.6M - $1.63M
|
70.8K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
67.3K+ 27.92% |
$1.52M - $1.55M
|
308K
$6.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
65K+ 16.8% |
$1.47M - $1.49M
|
452K
$10.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
BUY
|
- |
53.1K+ 27.63% |
$1.2M - $1.22M
|
245K
$5.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
45.5K+ 3.41% |
$1.03M - $1.05M
|
1.38M
$31.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
45.5K+ 7.4% |
$1.03M - $1.05M
|
660K
$14.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
44.2K+ 100.37% |
$1M - $1.02M
|
88.3K
$2M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43.2K+ 46.27% |
$977K - $992K
|
136K
$3.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
36.8K+ 3.02% |
$834K - $846K
|
1.26M
$28.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
31.5K+ 5.58% |
$712K - $723K
|
595K
$13.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
29.8K+ 128.01% |
$675K - $685K
|
53.1K
$1.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29.4KNew |
$665K - $675K
|
29.4K
$665K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
25.8K+ 6.74% |
$585K - $593K
|
409K
$9.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
24.8K+ 21.83% |
$561K - $569K
|
138K
$3.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
BUY
|
- |
20.4K+ 20.39% |
$462K - $469K
|
120K
$2.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
16.1K+ 6.7% |
$365K - $370K
|
256K
$5.81M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12.5K+ 97.73% |
$283K - $287K
|
25.3K
$573K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
10.7KNew |
$243K - $247K
|
10.7K
$243K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.66K+ 8.96% |
$219K - $222K
|
117K
$2.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.86K+ 5.13% |
$201K - $204K
|
182K
$4.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.77K+ 25.61% |
$176K - $179K
|
38.1K
$863K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.31K+ 40.96% |
$165K - $168K
|
25.2K
$570K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.16K+ 86.11% |
$162K - $165K
|
15.5K
$351K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
6.8KNew |
$154K - $156K
|
6.8K
$154K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.07K+ 12.46% |
$115K - $116K
|
45.7K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.78K+ 6.83% |
$108K - $110K
|
74.7K
$1.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.5K+ 7.48% |
$102K - $103K
|
64.6K
$1.46M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.3K+ 6.2% |
$97.2K - $98.7K
|
73.6K
$1.67M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.65K+ 6.16% |
$60K - $60.9K
|
45.6K
$1.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.19K+ 2.75% |
$49.5K - $50.2K
|
81.6K
$1.85M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.94K+ 5.23% |
$43.9K - $44.6K
|
39.1K
$885K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.84K+ 2.29% |
$41.6K - $42.2K
|
82.1K
$1.86M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.56K+ 6.19% |
$35.3K - $35.8K
|
26.8K
$606K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.56KNew |
$35.2K - $35.7K
|
1.56K
$35.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.24K+ 11.32% |
$28.1K - $28.5K
|
12.2K
$276K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
967+ 1.22% |
$21.9K - $22.2K
|
79.9K
$1.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
847+ 8.0% |
$19.2K - $19.5K
|
11.4K
$259K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
325New |
$7.36K - $7.47K
|
325
$7.36K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
140+ 1.53% |
$3.17K - $3.22K
|
9.3K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
3New |
$67.9 - $68.9
|
3
$67.9
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-92- 1.03% |
$2.08K - $2.11K
|
8.82K
$200K
|
|