Rossby Financial
CGCP icon

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

Rossby Financial’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 		$51.6K Buy
2,438
+2,177
+834% +$47.7K 0.01% 904
2026
Q2 		$5.82K Hold
261
– – ﹤0.01% 1379
2026
Q1 		$5.84K Hold
261
– – ﹤0.01% 1448
2025
Q4 		$5.91K Hold
261
– – ﹤0.01% 1067
2025
Q3 		$5.95K Buy
261
+132
+102% +$2.98K ﹤0.01% 949
2025
Q2 		$2.9K Buy
+129
New +$2.87K ﹤0.01% 981

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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rossby Financial's CGCP Position: Q3 2026 in Review

Rossby Financial increased its Capital Group Core Plus Income ETF (CGCP) stake by 834% in Q3 2026, buying an estimated $47.7K and bringing the position to 2,438 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #904.

Rossby Financial first reported a position in CGCP in Q2 2025 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Rossby Financial held 2,438 shares of Capital Group Core Plus Income ETF worth $51.6K as of Q3 2026.
  • Rossby Financial bought 2,177 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $47.7K.
  • Capital Group Core Plus Income ETF made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #904 holding.
  • Rossby Financial first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 6 quarters since.
  • 307 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

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