Boyer Financial Services
CGCP icon

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

Boyer Financial Services’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 		$5.55M Buy
262,262
+3,735
+1% +$81.9K 4.44% 6
2026
Q2 		$5.76M Buy
258,527
+51,224
+25% +$1.15M 4.87% 6
2026
Q1 		$4.63M Buy
207,303
+11,307
+6% +$256K 4.91% 7
2025
Q4 		$4.44M Buy
+195,996
New +$4.46M 4.71% 7

Other funds holding CGCP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Boyer Financial Services's CGCP Position: Q3 2026 in Review

Boyer Financial Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.4% in Q3 2026, buying an estimated $81.9K and bringing the position to 262,262 shares worth $5.55M. The position accounts for 4.44% of the portfolio, ranked #6.

Boyer Financial Services first reported a position in CGCP in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.76M in Q2 2026. 196 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Boyer Financial Services held 262,262 shares of Capital Group Core Plus Income ETF worth $5.55M as of Q3 2026.
  • Boyer Financial Services bought 3,735 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $81.9K.
  • Capital Group Core Plus Income ETF made up 4.44% of Boyer Financial Services's portfolio in Q3 2026, its #6 holding.
  • Boyer Financial Services first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Boyer Financial Services's Capital Group Core Plus Income ETF position peaked at $5.76M in Q2 2026.
  • 196 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.