Gutierrez Wealth Advisory’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Gutierrez Wealth Advisory’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	$1.27M	Buy	59,846 +20,973	+54%	+$460K	0.67%	23
2026 Q2	$866K	Buy	38,873 +321	+0.8%	+$7.18K	0.5%	27
2026 Q1	$861K	Buy	38,552 +10,073	+35%	+$228K	0.54%	25
2025 Q4	$645K	Buy	28,479 +18,974	+200%	+$432K	0.41%	31
2025 Q3	$216K	Buy	+9,505	New	+$215K	0.14%	61

Other funds holding CGCP

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

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 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

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Gutierrez Wealth Advisory's CGCP Position: Q3 2026 in Review

Gutierrez Wealth Advisory increased its Capital Group Core Plus Income ETF (CGCP) stake by 54% in Q3 2026, buying an estimated $460K and bringing the position to 59,846 shares worth $1.27M. The position accounts for 0.67% of the portfolio, ranked #23.

Gutierrez Wealth Advisory first reported a position in CGCP in Q3 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Gutierrez Wealth Advisory held 59,846 shares of Capital Group Core Plus Income ETF worth $1.27M as of Q3 2026.
Gutierrez Wealth Advisory bought 20,973 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $460K.
Capital Group Core Plus Income ETF made up 0.67% of Gutierrez Wealth Advisory's portfolio in Q3 2026, its #23 holding.
Gutierrez Wealth Advisory first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and has held it in 5 quarters since.
196 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.