Merit Financial Group
CGCP icon

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

Merit 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 		$55.7M Buy
2,631,436
+116,941
+5% +$2.56M 0.31% 64
2026
Q2 		$56M Buy
2,514,495
+26,776
+1% +$599K 0.34% 58
2026
Q1 		$55.6M Buy
2,487,719
+101,321
+4% +$2.29M 0.41% 49
2025
Q4 		$54M Buy
2,386,398
+127,021
+6% +$2.89M 0.43% 52
2025
Q3 		$51.3M Buy
2,259,377
+2,067,719
+1,079% +$46.7M 0.47% 49
2025
Q2 		$4.31M Buy
191,658
+58,646
+44% +$1.3M 0.05% 313
2025
Q1 		$2.99M Buy
133,012
+44,267
+50% +$990K 0.04% 323
2024
Q4 		$1.97M Buy
88,745
+12,897
+17% +$291K 0.04% 357
2024
Q3 		$1.75M Sell
75,848
-10,038
-12% -$229K 0.04% 299
2024
Q2 		$1.91M Buy
85,886
+35,360
+70% +$785K 0.04% 277
2024
Q1 		$1.12M Buy
50,526
+1,873
+4% +$42.1K 0.03% 375
2023
Q4 		$1.1M Sell
48,653
-10,357
-18% -$226K 0.03% 288
2023
Q3 		$1.27M Buy
59,010
+8,339
+16% +$184K 0.04% 284
2023
Q2 		$1.13M Buy
50,671
+12,923
+34% +$292K 0.04% 315
2023
Q1 		$860K Sell
37,748
-13,967
-27% -$316K 0.03% 308
2022
Q4 		$1.15M Buy
51,715
+20,163
+64% +$447K 0.04% 272
2022
Q3 		$690K Buy
+31,552
New +$733K 0.03% 306

Other funds holding CGCP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
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
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

Merit Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 4.7% in Q3 2026, buying an estimated $2.56M and bringing the position to 2,631,436 shares worth $55.7M. The position accounts for 0.31% of the portfolio, ranked #64.

Merit Financial Group first reported a position in CGCP in Q3 2022 and has held it in 17 quarters since. The position peaked at $56M in Q2 2026. 226 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Merit Financial Group held 2,631,436 shares of Capital Group Core Plus Income ETF worth $55.7M as of Q3 2026.
  • Merit Financial Group bought 116,941 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $2.56M.
  • Capital Group Core Plus Income ETF made up 0.31% of Merit Financial Group's portfolio in Q3 2026, its #64 holding.
  • Merit Financial Group first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 17 quarters since.
  • Merit Financial Group's Capital Group Core Plus Income ETF position peaked at $56M in Q2 2026.
  • 226 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

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