CoreCap Advisors
CGCP icon

CoreCap Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

CoreCap Advisors’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 		$321K Buy
15,144
+2,686
+22% +$58.9K 0.01% 695
2026
Q2 		$278K Sell
12,458
-306
-2% -$6.84K 0.01% 731
2026
Q1 		$285K Buy
12,764
+1,325
+12% +$30K 0.01% 673
2025
Q4 		$259K Buy
11,439
+847
+8% +$19.3K 0.01% 704
2025
Q3 		$241K Buy
10,592
+3,049
+40% +$68.9K 0.01% 746
2025
Q2 		$170K Buy
7,543
+748
+11% +$16.6K 0.01% 794
2025
Q1 		$153K Buy
6,795
+413
+6% +$9.24K 0.01% 750
2024
Q4 		$142K Buy
6,382
+2,886
+83% +$65.1K 0.01% 807
2024
Q3 		$80.8K Buy
3,496
+1,027
+42% +$23.5K ﹤0.01% 1006
2024
Q2 		$54.9K Buy
+2,469
New +$54.8K 0.01% 639

Other funds holding CGCP

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McGlone Suttner Wealth Management
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
Main Line Retirement Advisors
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Greenbush Financial Group
Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return
Lodestone Wealth Management
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

CoreCap Advisors's CGCP Position: Q3 2026 in Review

CoreCap Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 22% in Q3 2026, buying an estimated $58.9K and bringing the position to 15,144 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #695.

CoreCap Advisors first reported a position in CGCP in Q2 2024 and has held it in 10 quarters since. 78 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • CoreCap Advisors held 15,144 shares of Capital Group Core Plus Income ETF worth $321K as of Q3 2026.
  • CoreCap Advisors bought 2,686 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $58.9K.
  • Capital Group Core Plus Income ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #695 holding.
  • CoreCap Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 10 quarters since.
  • 78 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.