Smith Thornton Advisors’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Smith Thornton Advisors’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	$6.09M	Buy	287,870 +6,799	+2%	+$149K	2.67%	9
2026 Q2	$6.21M	Buy	281,071 +16,251	+6%	+$364K	2.74%	8
2026 Q1	$5.92M	Buy	264,820 +8,423	+3%	+$191K	2.98%	5
2025 Q4	$5.8M	Buy	256,397 +16,107	+7%	+$367K	2.95%	6
2025 Q3	$5.46M	Buy	240,290 +20,007	+9%	+$452K	2.86%	6
2025 Q2	$4.96M	Buy	220,283 +868	+0.4%	+$19.3K	2.85%	6
2025 Q1	$4.93M	Buy	219,415 +194,474	+780%	+$4.35M	3.07%	6
2024 Q4	$554K	Buy	+24,941	New	+$563K	0.35%	72

Other funds holding CGCP

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

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

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Smith Thornton Advisors's CGCP Position: Q3 2026 in Review

Smith Thornton Advisors increased its Capital Group Core Plus Income ETF (CGCP) stake by 2.4% in Q3 2026, buying an estimated $149K and bringing the position to 287,870 shares worth $6.09M. The position accounts for 2.67% of the portfolio, ranked #9.

Smith Thornton Advisors first reported a position in CGCP in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.21M in Q2 2026. 163 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

Smith Thornton Advisors held 287,870 shares of Capital Group Core Plus Income ETF worth $6.09M as of Q3 2026.
Smith Thornton Advisors bought 6,799 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $149K.
Capital Group Core Plus Income ETF made up 2.67% of Smith Thornton Advisors's portfolio in Q3 2026, its #9 holding.
Smith Thornton Advisors first reported a position in Capital Group Core Plus Income ETF in Q4 2024 and has held it in 8 quarters since.
Smith Thornton Advisors's Capital Group Core Plus Income ETF position peaked at $6.21M in Q2 2026.
163 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.