Nations Financial Group
CGCP icon

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

Nations 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 		$4.08M Buy
192,794
+22,043
+13% +$483K 0.2% 107
2026
Q2 		$3.81M Buy
170,751
+15,079
+10% +$337K 0.18% 128
2026
Q1 		$3.48M Buy
155,672
+14,315
+10% +$324K 0.18% 135
2025
Q4 		$3.2M Buy
141,357
+6,055
+4% +$138K 0.17% 142
2025
Q3 		$3.07M Buy
135,302
+22
+0% +$497 0.19% 131
2025
Q2 		$3.04M Buy
135,280
+3,118
+2% +$69.3K 0.21% 121
2025
Q1 		$2.97M Buy
132,162
+20,328
+18% +$455K 0.23% 115
2024
Q4 		$2.48M Buy
111,834
+40,648
+57% +$917K 0.18% 142
2024
Q3 		$1.65M Buy
71,186
+3,377
+5% +$77.1K 0.12% 196
2024
Q2 		$1.51M Sell
67,809
-2,155
-3% -$47.8K 0.12% 186
2024
Q1 		$1.57M Buy
69,964
+16,792
+32% +$378K 0.13% 180
2023
Q4 		$1.21M Buy
53,172
+383
+0.7% +$8.36K 0.11% 213
2023
Q3 		$1.13M Buy
52,789
+12,021
+29% +$265K 0.11% 212
2023
Q2 		$908K Sell
40,768
-575
-1% -$13K 0.09% 257
2023
Q1 		$942K Buy
+41,343
New +$935K 0.1% 235

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 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

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

Nations Financial Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 13% in Q3 2026, buying an estimated $483K and bringing the position to 192,794 shares worth $4.08M. The position accounts for 0.2% of the portfolio, ranked #107.

Nations Financial Group first reported a position in CGCP in Q1 2023 and has held it in 15 quarters since. 249 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Nations Financial Group held 192,794 shares of Capital Group Core Plus Income ETF worth $4.08M as of Q3 2026.
  • Nations Financial Group bought 22,043 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $483K.
  • Capital Group Core Plus Income ETF made up 0.2% of Nations Financial Group's portfolio in Q3 2026, its #107 holding.
  • Nations Financial Group first reported a position in Capital Group Core Plus Income ETF in Q1 2023 and has held it in 15 quarters since.
  • 249 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.