CGCP — CAPITAL GRP FIXED INCM ETF T

Ownership history in EVOLVE PRIVATE WEALTH, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which EVOLVE PRIVATE WEALTH, LLC reported a position in CAPITAL GRP FIXED INCM ETF T (CGCP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.02% (2025 Q4)
Avg. % of fund
1.02%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 761,301 — — 1.02% $17.2M $22.48
% of Fund (quarterly)    CGCP price (monthly, adj. close)

Other funds also holding CGCP

As of 2025 Q4 — sorted by position size

FinDec Wealth Services, Inc. 3Y 17.28% Mann Financial Group, Inc. 11.92% Clearview Wealth Advisors LLC 3Y 8.66% Souders Financial Advisors 3Y 7.91% NavPoint Financial, Inc. 6.39% IAM Advisory, LLC 3Y 6.33% Ruggaard & Associates LLC 5.57% Bernardo Wealth Planning LLC 3Y 7Y 5.0% New England Capital Financial Advisors LLC 3Y 4.91% McGlone Suttner Wealth Management, Inc. 3Y 4.21%
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