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Cape Investment Advisory’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Cape Investment Advisory’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 		$6.73K Buy
318
+142
+81% +$3.11K ﹤0.01% 957
2026
Q2 		$3.92K Buy
+176
New +$3.94K ﹤0.01% 1092

Other funds holding CGCP

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MSWM
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Cape Investment Advisory's CGCP Position: Q3 2026 in Review

Cape Investment Advisory increased its Capital Group Core Plus Income ETF (CGCP) stake by 81% in Q3 2026, buying an estimated $3.11K and bringing the position to 318 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Cape Investment Advisory first reported a position in CGCP in Q2 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Cape Investment Advisory held 318 shares of Capital Group Core Plus Income ETF worth $6.73K as of Q3 2026.
  • Cape Investment Advisory bought 142 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $3.11K.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #957 holding.
  • Cape Investment Advisory first reported a position in Capital Group Core Plus Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.