tru Independence
CGCP icon

tru Independence’s Capital Group Core Plus Income ETF CGCP Stock Holding History

tru Independence’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 		$358K Buy
16,924
+2
+0% +$44 0.15% 73
2026
Q2 		$377K Sell
16,922
-115
-0.7% -$2.57K 0.17% 72
2026
Q1 		$381K Sell
17,037
-73
-0.4% -$1.65K 0.19% 64
2025
Q4 		$387K Sell
17,110
-494
-3% -$11.2K 0.1% 96
2025
Q3 		$400K Buy
17,604
+878
+5% +$19.8K 0.1% 93
2025
Q2 		$376K Buy
16,726
+64
+0.4% +$1.42K 0.11% 92
2025
Q1 		$374K Buy
16,662
+75
+0.5% +$1.68K 0.12% 89
2024
Q4 		$368K Sell
16,587
-721
-4% -$16.3K 0.12% 87
2024
Q3 		$400K Buy
17,308
+4,370
+34% +$100K 0.12% 84
2024
Q2 		$287K Sell
12,938
-1,939
-13% -$43K 0.09% 95
2024
Q1 		$334K Sell
14,877
-19,676
-57% -$443K 0.1% 94
2023
Q4 		$784K Buy
34,553
+22,732
+192% +$496K 0.24% 74
2023
Q3 		$254K Buy
11,821
+1,743
+17% +$38.4K 0.09% 107
2023
Q2 		$224K Buy
+10,078
New +$228K 0.07% 115

Other funds holding CGCP

Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Main Line Retirement Advisors
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return
NavPoint Financial
NavPoint Financial Prior Lake, Minnesota $283M AUM 9.09% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Greenbush Financial Group
Greenbush Financial Group Albany, New York $341M AUM 14.35% 1-Year Est. Return

tru Independence's CGCP Position: Q3 2026 in Review

tru Independence increased its Capital Group Core Plus Income ETF (CGCP) stake by 0.01% in Q3 2026, buying an estimated $44 and bringing the position to 16,924 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #73.

tru Independence first reported a position in CGCP in Q2 2023 and has held it in 14 quarters since. The position peaked at $784K in Q4 2023. 85 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • tru Independence held 16,924 shares of Capital Group Core Plus Income ETF worth $358K as of Q3 2026.
  • tru Independence bought 2 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $44.
  • Capital Group Core Plus Income ETF made up 0.15% of tru Independence's portfolio in Q3 2026, its #73 holding.
  • tru Independence first reported a position in Capital Group Core Plus Income ETF in Q2 2023 and has held it in 14 quarters since.
  • tru Independence's Capital Group Core Plus Income ETF position peaked at $784K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.