Fiduciary Alliance’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Fiduciary Alliance’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	$1.82M	Buy	85,944 +9,978	+13%	+$219K	0.14%	158
2026 Q2	$1.69M	Sell	75,966 -2,419	-3%	-$54.1K	0.11%	198
2026 Q1	$1.77M	Buy	78,385 +3,739	+5%	+$84.7K	0.11%	197
2025 Q4	$1.69M	Buy	74,646 +183	+0.2%	+$4.17K	0.11%	180
2025 Q3	$1.69M	Buy	74,463 +5,126	+7%	+$116K	0.11%	171
2025 Q2	$1.56M	Buy	+69,337	New	+$1.54M	0.12%	171

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

TWM

Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return

DAS

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

VVP

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

Fiduciary Alliance's CGCP Position: Q3 2026 in Review

Fiduciary Alliance increased its Capital Group Core Plus Income ETF (CGCP) stake by 13% in Q3 2026, buying an estimated $219K and bringing the position to 85,944 shares worth $1.82M. The position accounts for 0.14% of the portfolio, ranked #158.

Fiduciary Alliance first reported a position in CGCP in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Fiduciary Alliance held 85,944 shares of Capital Group Core Plus Income ETF worth $1.82M as of Q3 2026.
Fiduciary Alliance bought 9,978 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $219K.
Capital Group Core Plus Income ETF made up 0.14% of Fiduciary Alliance's portfolio in Q3 2026, its #158 holding.
Fiduciary Alliance first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.