Capital & Planning LLC sold large portions of its stakes in several Capital Group ETFs during Q2 2025.

Capital & Planning LLC reduced its stakes in multiple Capital Group ETFs during Q2 2025, cutting its holdings in CGCP by 73%, CGDV by 77.7%, CGMU by 8,005 shares, and CGGO by 6.5%. Meanwhile, NBC Securities Inc. significantly increased its positions in CGCP and CGMU, while First Pacific Financial boosted its stake in CGDV. CGCP, CGDV, CGMU, and CGGO are actively managed funds focused on fixed income, dividend stocks, municipal bonds, and global growth equities, respectively, with varying yields, market caps, and performance metrics.