United Advisor Group’s Capital Group Core Plus Income ETF CGCP Stock Holding History

United Advisor Group’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	$1.71M	Buy	80,851 +7,249	+10%	+$159K	0.16%	158
2026 Q2	$1.64M	Sell	73,602 -367	-0.5%	-$8.21K	0.17%	150
2026 Q1	$1.65M	Buy	73,969 +13,968	+23%	+$316K	0.2%	122
2025 Q4	$1.36M	Buy	60,001 +12,574	+27%	+$286K	0.17%	147
2025 Q3	$1.08M	Buy	47,427 +16,044	+51%	+$363K	0.15%	155
2025 Q2	$706K	Buy	+31,383	New	+$698K	0.12%	174

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

United Advisor Group's CGCP Position: Q3 2026 in Review

United Advisor Group increased its Capital Group Core Plus Income ETF (CGCP) stake by 9.8% in Q3 2026, buying an estimated $159K and bringing the position to 80,851 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #158.

United Advisor Group first reported a position in CGCP in Q2 2025 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

United Advisor Group held 80,851 shares of Capital Group Core Plus Income ETF worth $1.71M as of Q3 2026.
United Advisor Group bought 7,249 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $159K.
Capital Group Core Plus Income ETF made up 0.16% of United Advisor Group's portfolio in Q3 2026, its #158 holding.
United Advisor Group first reported a position in Capital Group Core Plus Income ETF in Q2 2025 and has held it in 6 quarters since.
196 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.