Modera Wealth Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Modera Wealth Management’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	$3.92M	Buy	+185,123	New	+$4.06M	0.04%	208

Other funds holding CGCP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Modera Wealth Management's CGCP Position: Q3 2026 in Review

Modera Wealth Management opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q3 2026: 185,123 shares worth $3.92M. The stake represents 0.04% of the portfolio and ranks #208 among its holdings.

210 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Modera Wealth Management held 185,123 shares of Capital Group Core Plus Income ETF worth $3.92M as of Q3 2026.
Capital Group Core Plus Income ETF was a new Modera Wealth Management position in Q3 2026.
Capital Group Core Plus Income ETF made up 0.04% of Modera Wealth Management's portfolio in Q3 2026, its #208 holding.
210 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.