CX Institutional
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CX Institutional’s Capital Group Core Plus Income ETF CGCP Stock Holding History

CX Institutional’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 		– Sell
-1,550
Closed -$35K – 1681
2026
Q2 		$35K Buy
+1,550
New +$34.7K ﹤0.01% 1039

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

CX Institutional's CGCP Position: Q3 2026 in Review

CX Institutional sold out of Capital Group Core Plus Income ETF (CGCP) in Q3 2026, closing a stake of 1,550 shares — an estimated $35K sold.

CX Institutional first reported a position in CGCP in Q2 2026 and held it in 1 quarter. The position peaked at $35K in Q2 2026. 74 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • CX Institutional reported no remaining Capital Group Core Plus Income ETF position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 1,550 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $35K.
  • CX Institutional first reported a position in Capital Group Core Plus Income ETF in Q2 2026 and held it in 1 quarter.
  • CX Institutional's Capital Group Core Plus Income ETF position peaked at $35K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.