MFG
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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
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

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Merit Financial Group's CGCP Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.1% in Q2 2026, buying an estimated $599K and bringing the position to 2,514,495 shares worth $56M. The position accounts for 0.34% of the portfolio, ranked #58.

Merit Financial Group first reported a position in CGCP in Q3 2022 and has held it in 16 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Merit Financial Group held 2,514,495 shares of Capital Group Core Plus Income ETF worth $56M as of Q2 2026.
  • Merit Financial Group bought 26,776 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $599K.
  • Capital Group Core Plus Income ETF made up 0.34% of Merit Financial Group's portfolio in Q2 2026, its #58 holding.
  • Merit Financial Group first reported a position in Capital Group Core Plus Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.