Superior Planning, LLC’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Superior Planning, LLC’s Portfolio CGCP Stock Details CGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.3K	Buy	+674	New	+$14.8K	0.01%	805

Other funds holding CGCP

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Superior Planning, LLC's CGCP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q3 2026: 674 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #805 among its holdings.

265 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Superior Planning, LLC held 674 shares of Capital Group Core Plus Income ETF worth $14.3K as of Q3 2026.
Capital Group Core Plus Income ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Core Plus Income ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #805 holding.
265 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.