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

Key Financial 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
Q1 		$9.79K Hold
438
– – ﹤0.01% 886
2025
Q4 		$9.92K Hold
438
– – ﹤0.01% 888
2025
Q3 		$9.98K Buy
+438
New +$9.9K ﹤0.01% 881

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's CGCP Position: Q1 2026 in Review

Key Financial Inc held its Capital Group Core Plus Income ETF (CGCP) position steady in Q1 2026 at 438 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Key Financial Inc first reported a position in CGCP in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.98K in Q3 2025. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Key Financial Inc held 438 shares of Capital Group Core Plus Income ETF worth $9.79K as of Q1 2026.
  • Key Financial Inc left its Capital Group Core Plus Income ETF share count unchanged in Q1 2026.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #886 holding.
  • Key Financial Inc first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Key Financial Inc's Capital Group Core Plus Income ETF position peaked at $9.98K in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.