Quantum Financial Partners
CGCP icon

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

Quantum Financial Partners’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 		$5.43M Sell
256,533
-43,659
-15% -$958K 2.8% 11
2026
Q2 		$6.69M Buy
+300,192
New +$6.72M 3.42% 5

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Quantum Financial Partners's CGCP Position: Q3 2026 in Review

Quantum Financial Partners reduced its Capital Group Core Plus Income ETF (CGCP) stake by 15% in Q3 2026, selling an estimated $958K and leaving 256,533 shares worth $5.43M. The position accounts for 2.8% of the portfolio, ranked #11.

Quantum Financial Partners first reported a position in CGCP in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.69M in Q2 2026. 78 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Quantum Financial Partners held 256,533 shares of Capital Group Core Plus Income ETF worth $5.43M as of Q3 2026.
  • Quantum Financial Partners sold 43,659 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $958K.
  • Capital Group Core Plus Income ETF made up 2.8% of Quantum Financial Partners's portfolio in Q3 2026, its #11 holding.
  • Quantum Financial Partners first reported a position in Capital Group Core Plus Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Capital Group Core Plus Income ETF position peaked at $6.69M in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.