TrueNorth Wealth & Impact, LLC’s Capital Group Core Plus Income ETF CGCP Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$1.22M	Buy	+57,746	New	+$1.27M	0.47%	43

Other funds holding CGCP

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's CGCP Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q3 2026: 57,746 shares worth $1.22M. The stake represents 0.47% of the portfolio and ranks #43 among its holdings.

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

TrueNorth Wealth & Impact, LLC held 57,746 shares of Capital Group Core Plus Income ETF worth $1.22M as of Q3 2026.
Capital Group Core Plus Income ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Capital Group Core Plus Income ETF made up 0.47% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #43 holding.
307 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.