LPL Financial
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LPL Financial’s Capital Group High Yield Bond ETF CGHY Stock Holding History

LPL Financial’s Portfolio CGHY Stock Details CGHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.32M Buy
136,306
+62,978
+86% +$1.58M ﹤0.01% 3250
2026
Q2 		$1.86M Buy
+73,328
New +$1.86M ﹤0.01% 3832

Other funds holding CGHY

J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Compton Financial Group
Compton Financial Group Towson, Maryland $519M AUM 6.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Gutierrez Wealth Advisory
Gutierrez Wealth Advisory Little Rock, Arkansas $188M AUM 9.63% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

LPL Financial's CGHY Position: Q3 2026 in Review

LPL Financial increased its Capital Group High Yield Bond ETF (CGHY) stake by 86% in Q3 2026, buying an estimated $1.58M and bringing the position to 136,306 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

LPL Financial first reported a position in CGHY in Q2 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold CGHY as of Q3 2026.

  • LPL Financial held 136,306 shares of Capital Group High Yield Bond ETF worth $3.32M as of Q3 2026.
  • LPL Financial bought 62,978 Capital Group High Yield Bond ETF shares in Q3 2026, an estimated $1.58M.
  • Capital Group High Yield Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3250 holding.
  • LPL Financial first reported a position in Capital Group High Yield Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.