Steward Partners Investment Advisory, LLC
Position in CGCP — Capital Group Core Plus Income ETF
CIK 1723397
STAMFORD, CT
All Filings in CGCP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CGCP | $170,766 | 7,644 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 CGCP | $163,664 | 7,229 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 CGCP | $143,204 | 6,303 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 CGCP | $179,415 | 7,974 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 CGCP | $170,664 | 7,602 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 CGCP | $205,594 | 9,261 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 CGCP | $240,471 | 10,401 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CGCP | $146,874 | 6,610 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 CGCP | $239,221 | 10,651 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 CGCP | $167,262 | 7,370 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 CGCP | $115,261 | 5,361 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 CGCP | $113,481 | 5,098 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 CGCP | $818,320 | 35,907 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 CGCP | $573,308 | 25,732 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||