Bernardo Wealth Planning LLC Has $23.82 Million Stock Holdings in Capital Group Core Plus Income ETF $CGCP

Bernardo Wealth Planning LLC cut its stake in Capital Group Core Plus Income ETF (NYSEARCA:CGCP) by 9.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,058,461 shares of the company’s stock after selling 104,732 shares during the quarter. Capital Group Core Plus Income ETF accounts for about 5.2% of Bernardo Wealth Planning LLC’s portfolio, making the stock its 5th biggest position. Bernardo Wealth Planning LLC owned approximately 0.45% of Capital Group Core Plus Income ETF worth $23,815,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. MAI Capital Management bought a new stake in Capital Group Core Plus Income ETF during the second quarter worth $46,000. Vermillion & White Wealth Management Group LLC bought a new position in Capital Group Core Plus Income ETF during the 1st quarter valued at $53,000. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in Capital Group Core Plus Income ETF by 190.2% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 4,490 shares of the company’s stock worth $101,000 after acquiring an additional 2,943 shares during the last quarter. Olistico Wealth LLC boosted its holdings in Capital Group Core Plus Income ETF by 20.5% during the 2nd quarter. Olistico Wealth LLC now owns 6,440 shares of the company’s stock worth $145,000 after acquiring an additional 1,094 shares during the last quarter. Finally, Financial Perspectives Inc grew its stake in shares of Capital Group Core Plus Income ETF by 10.7% in the 2nd quarter. Financial Perspectives Inc now owns 8,255 shares of the company’s stock worth $186,000 after acquiring an additional 799 shares in the last quarter.

Capital Group Core Plus Income ETF Price Performance

Shares of CGCP stock opened at $22.75 on Friday. Capital Group Core Plus Income ETF has a one year low of $21.74 and a one year high of $23.00. The firm has a 50-day moving average of $22.79 and a 200-day moving average of $22.57. The company has a market cap of $5.96 billion, a P/E ratio of 10.69 and a beta of 0.36.

Capital Group Core Plus Income ETF Cuts Dividend

The business also recently declared a monthly dividend, which will be paid on Monday, December 1st. Shareholders of record on Friday, November 28th will be paid a $0.0855 dividend. This represents a c) dividend on an annualized basis and a yield of 4.5%. The ex-dividend date of this dividend is Friday, November 28th.

About Capital Group Core Plus Income ETF

The Capital Group Core Plus Income ETF (CGCP) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund actively invests in bonds and other debt securities issued by corporate and government entities from around the globe, with no limitations regarding credit ratings and maturities.