Sigma Planning Corp’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Sigma Planning Corp’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	$364K	Sell	17,188 -335	-2%	-$7.35K	0.01%	977
2026 Q2	$391K	Buy	+17,523	New	+$392K	0.01%	1029
2024 Q3	–	Sell	-76,473	Closed	-$1.7M	–	1223
2024 Q2	$1.7M	Sell	76,473 -42,152	-36%	-$935K	0.05%	336
2024 Q1	$2.66M	Buy	118,625 +74,343	+168%	+$1.67M	0.08%	239
2023 Q4	$1M	Sell	44,282 -40,944	-48%	-$894K	0.08%	268
2023 Q3	$1.83M	Buy	85,226 +27,393	+47%	+$604K	0.07%	291
2023 Q2	$1.29M	Buy	57,833 +697	+1%	+$15.7K	0.05%	384
2023 Q1	$1.3M	Buy	57,136 +4,818	+9%	+$109K	0.04%	415
2022 Q4	$1.17M	Buy	52,318 +1,730	+3%	+$38.4K	0.04%	428
2022 Q3	$1.11M	Buy	50,588 +19,155	+61%	+$445K	0.04%	424
2022 Q2	$731K	Buy	+31,433	New	+$754K	0.03%	599

Other funds holding CGCP

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

Sigma Planning Corp's CGCP Position: Q3 2026 in Review

Sigma Planning Corp reduced its Capital Group Core Plus Income ETF (CGCP) stake by 1.9% in Q3 2026, selling an estimated $7.35K and leaving 17,188 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #977.

Sigma Planning Corp first reported a position in CGCP in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.66M in Q1 2024. 85 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Sigma Planning Corp held 17,188 shares of Capital Group Core Plus Income ETF worth $364K as of Q3 2026.
Sigma Planning Corp sold 335 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $7.35K.
Capital Group Core Plus Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #977 holding.
Sigma Planning Corp first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 11 quarters since.
Sigma Planning Corp's Capital Group Core Plus Income ETF position peaked at $2.66M in Q1 2024.
85 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.