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

Farther Finance 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	$7.2M	Sell	339,870 -43,914	-11%	-$963K	0.05%	338
2026 Q2	$8.55M	Buy	383,784 +77,445	+25%	+$1.73M	0.07%	252
2026 Q1	$6.85M	Buy	306,339 +87,916	+40%	+$1.99M	0.06%	270
2025 Q4	$4.95M	Buy	218,423 +132,735	+155%	+$3.02M	0.05%	308
2025 Q3	$1.95M	Buy	85,688 +65,677	+328%	+$1.48M	0.03%	465
2025 Q2	$450K	Buy	+20,011	New	+$445K	0.01%	959
2024 Q3	–	Sell	-18	Closed	-$400	–	4013
2024 Q2	$400	Buy	+18	New	+$399	﹤0.01%	3326

Other funds holding CGCP

SFGP

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

MSWM

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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Farther Finance Advisors's CGCP Position: Q3 2026 in Review

Farther Finance Advisors reduced its Capital Group Core Plus Income ETF (CGCP) stake by 11% in Q3 2026, selling an estimated $963K and leaving 339,870 shares worth $7.2M. The position accounts for 0.05% of the portfolio, ranked #338.

Farther Finance Advisors first reported a position in CGCP in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.55M in Q2 2026. 20 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Farther Finance Advisors held 339,870 shares of Capital Group Core Plus Income ETF worth $7.2M as of Q3 2026.
Farther Finance Advisors sold 43,914 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $963K.
Capital Group Core Plus Income ETF made up 0.05% of Farther Finance Advisors's portfolio in Q3 2026, its #338 holding.
Farther Finance Advisors first reported a position in Capital Group Core Plus Income ETF in Q2 2024 and has held it in 7 quarters since.
Farther Finance Advisors's Capital Group Core Plus Income ETF position peaked at $8.55M in Q2 2026.
20 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

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