Dynamic Advisor Solutions’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Dynamic Advisor Solutions’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	$1.96M	Sell	92,355 -4,211	-4%	-$92.4K	0.06%	321
2026 Q2	$2.15M	Buy	96,566 +8,712	+10%	+$195K	0.06%	323
2026 Q1	$1.96M	Buy	87,854 +2,763	+3%	+$62.6K	0.06%	320
2025 Q4	$1.93M	Sell	85,091 -17,454	-17%	-$397K	0.06%	299
2025 Q3	$2.33M	Buy	102,545 +637	+0.6%	+$14.4K	0.07%	287
2025 Q2	$2.29M	Buy	101,908 +11,285	+12%	+$251K	0.07%	274
2025 Q1	$2.03M	Buy	90,623 +6,994	+8%	+$156K	0.07%	282
2024 Q4	$1.86M	Buy	83,629 +670	+0.8%	+$15.1K	0.08%	218
2024 Q3	$1.92M	Buy	82,959 +9,343	+13%	+$213K	0.06%	306
2024 Q2	$1.64M	Buy	+73,616	New	+$1.63M	0.05%	336

Other funds holding CGCP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MLRA

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $701M AUM 9.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's CGCP Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Core Plus Income ETF (CGCP) stake by 4.4% in Q3 2026, selling an estimated $92.4K and leaving 92,355 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #321.

Dynamic Advisor Solutions first reported a position in CGCP in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.33M in Q3 2025. 55 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Dynamic Advisor Solutions held 92,355 shares of Capital Group Core Plus Income ETF worth $1.96M as of Q3 2026.
Dynamic Advisor Solutions sold 4,211 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $92.4K.
Capital Group Core Plus Income ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #321 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Capital Group Core Plus Income ETF position peaked at $2.33M in Q3 2025.
55 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.