QFP
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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
Q2 		$6.69M Buy
+300,192
New +$6.72M 3.42% 5

Other funds holding CGCP

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $340M AUM 22.36% 1-Year Est. Return

Quantum Financial Partners's CGCP Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q2 2026: 300,192 shares worth $6.69M. The stake represents 3.42% of the portfolio and ranks #5 among its holdings.

69 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Quantum Financial Partners held 300,192 shares of Capital Group Core Plus Income ETF worth $6.69M as of Q2 2026.
  • Capital Group Core Plus Income ETF was a new Quantum Financial Partners position in Q2 2026.
  • Capital Group Core Plus Income ETF made up 3.42% of Quantum Financial Partners's portfolio in Q2 2026, its #5 holding.
  • 69 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.