SMART Wealth’s Capital Group Core Plus Income ETF CGCP Stock Holding History

SMART Wealth’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	$6.79M	Buy	+320,888	New	+$7.04M	1.38%	14

Other funds holding CGCP

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

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

SMART Wealth's CGCP Position: Q3 2026 in Review

SMART Wealth opened a new position in Capital Group Core Plus Income ETF (CGCP) in Q3 2026: 320,888 shares worth $6.79M. The stake represents 1.38% of the portfolio and ranks #14 among its holdings.

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

SMART Wealth held 320,888 shares of Capital Group Core Plus Income ETF worth $6.79M as of Q3 2026.
Capital Group Core Plus Income ETF was a new SMART Wealth position in Q3 2026.
Capital Group Core Plus Income ETF made up 1.38% of SMART Wealth's portfolio in Q3 2026, its #14 holding.
196 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.