Affiance Financial
CGCP icon

Affiance Financial’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Affiance Financial’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 		$7.63M Sell
360,421
-9,111
-2% -$200K 1.09% 15
2026
Q2 		$8.24M Buy
369,532
+17,740
+5% +$397K 1.18% 15
2026
Q1 		$7.86M Buy
351,792
+106,435
+43% +$2.41M 1.27% 15
2025
Q4 		$5.55M Buy
245,357
+53,114
+28% +$1.21M 0.89% 16
2025
Q3 		$4.37M Buy
192,243
+21,763
+13% +$492K 0.8% 19
2025
Q2 		$3.84M Buy
170,480
+11,126
+7% +$247K 0.78% 20
2025
Q1 		$3.58M Buy
159,354
+28,213
+22% +$631K 0.83% 17
2024
Q4 		$2.91M Buy
131,141
+7,276
+6% +$164K 0.7% 23
2024
Q3 		$2.86M Buy
123,865
+14,476
+13% +$331K 0.69% 24
2024
Q2 		$2.43M Buy
109,389
+7,667
+8% +$170K 0.63% 27
2024
Q1 		$2.28M Buy
101,722
+37,015
+57% +$833K 0.62% 26
2023
Q4 		$1.47M Buy
64,707
+27,894
+76% +$609K 0.43% 37
2023
Q3 		$791K Buy
36,813
+10,901
+42% +$240K 0.4% 53
2023
Q2 		$577K Buy
25,912
+14,419
+125% +$326K 0.28% 62
2023
Q1 		$262K Buy
11,493
+10,293
+858% +$233K 0.14% 89
2022
Q4 		$26.7K Buy
+1,200
New +$26.6K 0.01% 215

Other funds holding CGCP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Midwest Heritage Bank
Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Affiance Financial's CGCP Position: Q3 2026 in Review

Affiance Financial reduced its Capital Group Core Plus Income ETF (CGCP) stake by 2.5% in Q3 2026, selling an estimated $200K and leaving 360,421 shares worth $7.63M. The position accounts for 1.09% of the portfolio, ranked #15.

Affiance Financial first reported a position in CGCP in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.24M in Q2 2026. 140 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Affiance Financial held 360,421 shares of Capital Group Core Plus Income ETF worth $7.63M as of Q3 2026.
  • Affiance Financial sold 9,111 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $200K.
  • Capital Group Core Plus Income ETF made up 1.09% of Affiance Financial's portfolio in Q3 2026, its #15 holding.
  • Affiance Financial first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Affiance Financial's Capital Group Core Plus Income ETF position peaked at $8.24M in Q2 2026.
  • 140 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.