Concurrent Investment Advisors’s Capital Group High Yield Bond ETF CGHY Stock Holding History

Concurrent Investment Advisors’s Portfolio CGHY Stock Details CGHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$576K	Buy	+22,742	New	+$577K	﹤0.01%	1320

Other funds holding CGHY

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Greenline Wealth Management Boca Raton, Florida $122M AUM

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Concurrent Investment Advisors's CGHY Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Capital Group High Yield Bond ETF (CGHY) in Q2 2026: 22,742 shares worth $576K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings.

12 funds tracked by Wall St. Rank hold CGHY as of Q2 2026.

Concurrent Investment Advisors held 22,742 shares of Capital Group High Yield Bond ETF worth $576K as of Q2 2026.
Capital Group High Yield Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
Capital Group High Yield Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1320 holding.
12 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.