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Independent Financial Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Independent Financial Group’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 		$5.87M Sell
277,183
-16,267
-6% -$357K 0.11% 183
2026
Q2 		$6.54M Buy
293,450
+232,152
+379% +$5.19M 0.12% 159
2026
Q1 		$1.37M Sell
61,298
-13,458
-18% -$305K 0.03% 520
2025
Q4 		$1.69M Buy
74,756
+1,239
+2% +$28.2K 0.04% 440
2025
Q3 		$1.67M Sell
73,517
-4,383
-6% -$99K 0.04% 444
2025
Q2 		$1.75M Buy
77,900
+3,980
+5% +$88.5K 0.05% 380
2025
Q1 		$1.66M Sell
73,920
-352
-0.5% -$7.87K 0.06% 334
2024
Q4 		$1.65M Buy
74,272
+29,457
+66% +$665K 0.05% 340
2024
Q3 		$1.04M Buy
44,815
+495
+1% +$11.3K 0.04% 439
2024
Q2 		$985K Buy
44,320
+4,129
+10% +$91.6K 0.04% 413
2024
Q1 		$903K Buy
40,191
+16,600
+70% +$373K 0.04% 407
2023
Q4 		$535K Sell
23,591
-15,561
-40% -$340K 0.03% 532
2023
Q3 		$842K Buy
39,152
+15,821
+68% +$349K 0.05% 363
2023
Q2 		$519K Buy
23,331
+6,713
+40% +$152K 0.04% 471
2023
Q1 		$379K Buy
16,618
+3,610
+28% +$81.7K 0.03% 533
2022
Q4 		$290K Buy
+13,008
New +$289K 0.02% 568

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

Independent Financial Group's CGCP Position: Q3 2026 in Review

Independent Financial Group reduced its Capital Group Core Plus Income ETF (CGCP) stake by 5.5% in Q3 2026, selling an estimated $357K and leaving 277,183 shares worth $5.87M. The position accounts for 0.11% of the portfolio, ranked #183.

Independent Financial Group first reported a position in CGCP in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.54M in Q2 2026. 21 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Independent Financial Group held 277,183 shares of Capital Group Core Plus Income ETF worth $5.87M as of Q3 2026.
  • Independent Financial Group sold 16,267 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $357K.
  • Capital Group Core Plus Income ETF made up 0.11% of Independent Financial Group's portfolio in Q3 2026, its #183 holding.
  • Independent Financial Group first reported a position in Capital Group Core Plus Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Independent Financial Group's Capital Group Core Plus Income ETF position peaked at $6.54M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.