Investment Planning Advisors, Inc. Capital Group Core Plus Income Transaction History

Investment Planning Advisors, Inc.

$286 Million
Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 332,783 shares of CGCP stock, worth $7.54 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

332,783

Previous 228,154 45.86%

Holding current value

$7.54 Million

Previous $5.18 Million 45.42%

% of portfolio

2.64%

Previous 1.9%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$22.64 - $22.98 $2.37 Million - $2.4 Million	104,629 Added 45.86%	332,783 $7.54 Million
Q3 2025 Oct 21, 2025	SELL	$22.27 - $22.95 $13.7 Million - $14.1 Million	-613,214 Reduced 72.88%	228,154 $5.18 Million
Q2 2025 Jul 21, 2025	SELL	$21.92 - $22.56 $530,705 - $546,200	-24,211 Reduced 2.8%	841,368 $18.9 Million
Q1 2025 Apr 22, 2025	SELL	$21.94 - $22.64 $450,450 - $464,821	-20,531 Reduced 2.32%	865,579 $19.4 Million
Q4 2024 Jan 22, 2025	BUY	$22.13 - $23.17 $7.03 Million - $7.36 Million	317,579 Added 55.86%	886,110 $19.7 Million

Q2 2024 Jul 22, 2024	BUY	$21.83 - $22.48 $12.4 Million - $12.8 Million	568,531 New	568,531 $12.6 Billion

Others Institutions Holding CGCP

# of Institutions

293

Shares Held

205M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE PLUS INCOME

Ticker CGCP
Sector ETFs
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Investment Planning Advisors, Inc. Capital Group Core Plus Income Transaction History