Financial Perspectives’s Capital Group High Yield Bond ETF CGHY Stock Holding History

Financial Perspectives’s Portfolio CGHY Stock Details CGHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.5K	Buy	+1,333	New	+$33.5K	0.01%	403

Other funds holding CGHY

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compton Financial Group Towson, Maryland $519M AUM 6.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Gutierrez Wealth Advisory Little Rock, Arkansas $188M AUM 9.63% 1-Year Est. Return

Financial Perspectives's CGHY Position: Q3 2026 in Review

Financial Perspectives opened a new position in Capital Group High Yield Bond ETF (CGHY) in Q3 2026: 1,333 shares worth $32.5K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings.

32 funds tracked by Wall St. Rank hold CGHY as of Q3 2026.

Financial Perspectives held 1,333 shares of Capital Group High Yield Bond ETF worth $32.5K as of Q3 2026.
Capital Group High Yield Bond ETF was a new Financial Perspectives position in Q3 2026.
Capital Group High Yield Bond ETF made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #403 holding.
32 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.