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

Alpha Financial Advisors’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	$17.8M	Buy	841,858 +12,760	+2%	+$280K	4.68%	9
2026 Q2	$18.5M	Buy	829,098 +767,169	+1,239%	+$17.2M	4.83%	9
2026 Q1	$1.38M	Sell	61,929 -4,096	-6%	-$92.8K	0.42%	20
2025 Q4	$1.49M	Hold	66,025	–	–	0.46%	21
2025 Q3	$1.5M	Buy	66,025 +1,021	+2%	+$23.1K	0.53%	20
2025 Q2	$1.46M	Buy	65,004 +141	+0.2%	+$3.13K	0.57%	19
2025 Q1	$1.46M	Buy	64,863 +47,974	+284%	+$1.07M	0.65%	15
2024 Q4	$375K	Buy	16,889 +3,468	+26%	+$78.3K	0.17%	28
2024 Q3	$310K	Sell	13,421 -6,681	-33%	-$153K	0.14%	33
2024 Q2	$447K	Buy	20,102 +6,681	+50%	+$148K	0.22%	24
2024 Q1	$301K	Hold	13,421	–	–	0.14%	32
2023 Q4	$305K	Buy	+13,421	New	+$293K	0.15%	31
2023 Q2	–	Sell	-9,259	Closed	-$211K	–	42
2023 Q1	$211K	Buy	9,259 +11	+0.1%	+$249	0.15%	42
2022 Q4	$206K	Buy	+9,248	New	+$205K	0.18%	40

Other funds holding CGCP

LPL Financial San Diego, California $468B AUM 17.69% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Alpha Financial Advisors's CGCP Position: Q3 2026 in Review

Alpha Financial Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.5% in Q3 2026, buying an estimated $280K and bringing the position to 841,858 shares worth $17.8M. The position accounts for 4.68% of the portfolio, ranked #9.

Alpha Financial Advisors first reported a position in CGCP in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.5M in Q2 2026. 216 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Alpha Financial Advisors held 841,858 shares of Capital Group Core Plus Income ETF worth $17.8M as of Q3 2026.
Alpha Financial Advisors bought 12,760 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $280K.
Capital Group Core Plus Income ETF made up 4.68% of Alpha Financial Advisors's portfolio in Q3 2026, its #9 holding.
Alpha Financial Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 14 quarters since.
Alpha Financial Advisors's Capital Group Core Plus Income ETF position peaked at $18.5M in Q2 2026.
216 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Alpha Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.