Key Financial Inc
CGCP icon

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
Q3 		$9.27K Hold
438
– – ﹤0.01% 877
2026
Q2 		$9.8K Hold
438
– – ﹤0.01% 877
2026
Q1 		$9.8K Hold
438
– – ﹤0.01% 886
2025
Q4 		$9.9K Hold
438
– – ﹤0.01% 888
2025
Q3 		$10K Buy
+438
New +$9.9K ﹤0.01% 881

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Souders Financial Advisors
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Commonwealth Equity Services
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Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Merit Financial Group
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Bernardo Wealth Planning
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Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Key Financial Inc's CGCP Position: Q3 2026 in Review

Key Financial Inc held its Capital Group Core Plus Income ETF (CGCP) position steady in Q3 2026 at 438 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Key Financial Inc first reported a position in CGCP in Q3 2025 and has held it in 5 quarters since. The position peaked at $10K in Q3 2025. 226 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Key Financial Inc held 438 shares of Capital Group Core Plus Income ETF worth $9.27K as of Q3 2026.
  • Key Financial Inc left its Capital Group Core Plus Income ETF share count unchanged in Q3 2026.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #877 holding.
  • Key Financial Inc first reported a position in Capital Group Core Plus Income ETF in Q3 2025 and has held it in 5 quarters since.
  • Key Financial Inc's Capital Group Core Plus Income ETF position peaked at $10K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.