BFC Planning, Inc.’s Capital Group Core Plus Income ETF CGCP Stock Holding History

BFC Planning, Inc.’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	$1.08M	Sell	56,818 -34,209	-38%	-$750K	0.04%	368
2026 Q2	$2.03M	Sell	91,027 -1,364	-1%	-$30.5K	0.08%	246
2026 Q1	$2.06M	Buy	92,391 +3,842	+4%	+$87K	0.09%	225
2025 Q4	$2M	Buy	88,549 +80,849	+1,050%	+$1.84M	0.09%	221
2025 Q3	$175K	Buy	7,700 +1,000	+15%	+$22.6K	0.01%	725
2025 Q2	$151K	Buy	6,700 +3,500	+109%	+$77.8K	0.01%	731
2025 Q1	$71.8K	Hold	3,200	–	–	0.01%	979
2024 Q4	$71K	Hold	3,200	–	–	0.01%	985
2024 Q3	$74K	Buy	+3,200	New	+$73.1K	0.01%	978

Other funds holding CGCP

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BFC Planning, Inc.'s CGCP Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Capital Group Core Plus Income ETF (CGCP) stake by 38% in Q3 2026, selling an estimated $750K and leaving 56,818 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #368.

BFC Planning, Inc. first reported a position in CGCP in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.06M in Q1 2026. 307 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

BFC Planning, Inc. held 56,818 shares of Capital Group Core Plus Income ETF worth $1.08M as of Q3 2026.
BFC Planning, Inc. sold 34,209 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $750K.
Capital Group Core Plus Income ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q3 2026, its #368 holding.
BFC Planning, Inc. first reported a position in Capital Group Core Plus Income ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Capital Group Core Plus Income ETF position peaked at $2.06M in Q1 2026.
307 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.