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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Boyer Financial Services's CGCP Position: Q2 2026 in Review

Boyer Financial Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 25% in Q2 2026, buying an estimated $1.15M and bringing the position to 258,527 shares worth $5.76M. The position accounts for 4.87% of the portfolio, ranked #6.

Boyer Financial Services first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Boyer Financial Services held 258,527 shares of Capital Group Core Plus Income ETF worth $5.76M as of Q2 2026.
  • Boyer Financial Services bought 51,224 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $1.15M.
  • Capital Group Core Plus Income ETF made up 4.87% of Boyer Financial Services's portfolio in Q2 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 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.