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

Certior Financial Group’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	$789K	Buy	37,253 +154	+0.4%	+$3.38K	0.43%	50
2026 Q2	$827K	Buy	37,099 +317	+0.9%	+$7.09K	0.45%	50
2026 Q1	$822K	Buy	36,782 +964	+3%	+$21.8K	0.52%	43
2025 Q4	$811K	Buy	35,818 +3,464	+11%	+$78.8K	0.55%	43
2025 Q3	$735K	Buy	32,354 +4,905	+18%	+$111K	0.49%	47
2025 Q2	$618K	Sell	27,449 -439	-2%	-$9.8K	0.46%	46
2025 Q1	$626K	Buy	27,888 +416	+2%	+$9.3K	0.51%	42
2024 Q4	$610K	Buy	+27,472	New	+$620K	0.53%	43

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

Certior Financial Group's CGCP Position: Q3 2026 in Review

Certior Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.42% in Q3 2026, buying an estimated $3.38K and bringing the position to 37,253 shares worth $789K. The position accounts for 0.43% of the portfolio, ranked #50.

Certior Financial Group first reported a position in CGCP in Q4 2024 and has held it in 8 quarters since. The position peaked at $827K in Q2 2026. 217 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Certior Financial Group held 37,253 shares of Capital Group Core Plus Income ETF worth $789K as of Q3 2026.
Certior Financial Group bought 154 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $3.38K.
Capital Group Core Plus Income ETF made up 0.43% of Certior Financial Group's portfolio in Q3 2026, its #50 holding.
Certior Financial Group first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 8 quarters since.
Certior Financial Group's Capital Group Core Plus Income ETF position peaked at $827K in Q2 2026.
217 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.