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

Midwest Financial Network’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	$1.45M	Sell	68,529 -80,208	-54%	-$1.76M	0.99%	32
2026 Q2	$3.32M	Sell	148,737 -34,250	-19%	-$766K	2.26%	11
2026 Q1	$4.09M	Sell	182,987 -12,237	-6%	-$277K	3.25%	7
2025 Q4	$4.42M	Buy	195,224 +9,450	+5%	+$215K	3.41%	8
2025 Q3	$4.22M	Sell	185,774 -20,733	-10%	-$469K	3.43%	5
2025 Q2	$4.65M	Sell	206,507 -1,302	-0.6%	-$28.9K	4.61%	3
2025 Q1	$4.67M	Buy	207,809 +5,101	+3%	+$114K	4.66%	2
2024 Q4	$4.5M	Buy	+202,708	New	+$4.57M	4.68%	2

Other funds holding CGCP

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

Midwest Financial Network's CGCP Position: Q3 2026 in Review

Midwest Financial Network reduced its Capital Group Core Plus Income ETF (CGCP) stake by 54% in Q3 2026, selling an estimated $1.76M and leaving 68,529 shares worth $1.45M. The position accounts for 0.99% of the portfolio, ranked #32.

Midwest Financial Network first reported a position in CGCP in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.67M in Q1 2025. 85 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Midwest Financial Network held 68,529 shares of Capital Group Core Plus Income ETF worth $1.45M as of Q3 2026.
Midwest Financial Network sold 80,208 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $1.76M.
Capital Group Core Plus Income ETF made up 0.99% of Midwest Financial Network's portfolio in Q3 2026, its #32 holding.
Midwest Financial Network first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's Capital Group Core Plus Income ETF position peaked at $4.67M in Q1 2025.
85 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.