McCarley & Cook Financial Planners’s Capital Group Core Plus Income ETF CGCP Stock Holding History

McCarley & Cook Financial Planners’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	$3.12M	Buy	147,183 +41,927	+40%	+$920K	2.36%	8
2026 Q2	$2.35M	Buy	105,256 +1,270	+1%	+$28.4K	1.82%	11
2026 Q1	$2.32M	Buy	103,986 +41,835	+67%	+$947K	2.01%	10
2025 Q4	$1.41M	Buy	+62,151	New	+$1.41M	1.27%	13

Other funds holding CGCP

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

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

McCarley & Cook Financial Planners's CGCP Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Capital Group Core Plus Income ETF (CGCP) stake by 40% in Q3 2026, buying an estimated $920K and bringing the position to 147,183 shares worth $3.12M. The position accounts for 2.36% of the portfolio, ranked #8.

McCarley & Cook Financial Planners first reported a position in CGCP in Q4 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

McCarley & Cook Financial Planners held 147,183 shares of Capital Group Core Plus Income ETF worth $3.12M as of Q3 2026.
McCarley & Cook Financial Planners bought 41,927 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $920K.
Capital Group Core Plus Income ETF made up 2.36% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #8 holding.
McCarley & Cook Financial Planners first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.