EverSource Wealth Advisors, LLC
Position in CGCP — Capital Group Core Plus Income ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in CGCP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CGCP | $15,479,430 | 692,902 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 CGCP | $14,078,570 | 621,845 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 CGCP | $10,094,564 | 444,303 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 CGCP | $9,559,755 | 424,878 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 CGCP | $9,106,415 | 405,631 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 CGCP | $7,158,034 | 322,434 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 CGCP | $3,086,404 | 133,495 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 CGCP | $2,666,799 | 120,018 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 CGCP | $1,512,007 | 67,320 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 CGCP | $523,346 | 23,060 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 CGCP | $66,757 | 3,105 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 CGCP | $58,321 | 2,620 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 CGCP | $58,980 | 2,588 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 CGCP | $57,103 | 2,563 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 CGCP | $55,615 | 2,543 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||