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

Security Financial Services’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	$682K	Buy	30,605 +3,420	+13%	+$76.5K	0.09%	113
2026 Q1	$607K	Buy	27,185 +5,381	+25%	+$122K	0.1%	119
2025 Q4	$494K	Buy	21,804 +1,855	+9%	+$42.2K	0.08%	128
2025 Q3	$453K	Buy	19,949 +8,504	+74%	+$192K	0.07%	132
2025 Q2	$258K	Buy	+11,445	New	+$254K	0.05%	169

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Security Financial Services's CGCP Position: Q2 2026 in Review

Security Financial Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 13% in Q2 2026, buying an estimated $76.5K and bringing the position to 30,605 shares worth $682K. The position accounts for 0.09% of the portfolio, ranked #113.

Security Financial Services first reported a position in CGCP in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Security Financial Services held 30,605 shares of Capital Group Core Plus Income ETF worth $682K as of Q2 2026.
Security Financial Services bought 3,420 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $76.5K.
Capital Group Core Plus Income ETF made up 0.09% of Security Financial Services's portfolio in Q2 2026, its #113 holding.
Security Financial Services first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.