SYM Financial Corp
CGCP icon

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

SYM Financial 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 		$31.1K Buy
1,471
+1,133
+335% +$24.8K ﹤0.01% 486
2026
Q2 		$7.53K Hold
338
– – ﹤0.01% 488
2026
Q1 		$7.55K Hold
338
– – ﹤0.01% 404
2025
Q4 		$7.65K Buy
+338
New +$7.69K ﹤0.01% 402

Other funds holding CGCP

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Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

SYM Financial Corp's CGCP Position: Q3 2026 in Review

SYM Financial Corp increased its Capital Group Core Plus Income ETF (CGCP) stake by 335% in Q3 2026, buying an estimated $24.8K and bringing the position to 1,471 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

SYM Financial Corp first reported a position in CGCP in Q4 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • SYM Financial Corp held 1,471 shares of Capital Group Core Plus Income ETF worth $31.1K as of Q3 2026.
  • SYM Financial Corp bought 1,133 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $24.8K.
  • Capital Group Core Plus Income ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q3 2026, its #486 holding.
  • SYM Financial Corp first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.