Wealth Enhancement Advisory Services
CGCP icon

Wealth Enhancement Advisory Services’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Wealth Enhancement Advisory Services’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 		$31.1M Buy
1,462,511
+23,362
+2% +$512K 0.05% 354
2026
Q2 		$31.9M Buy
1,439,149
+110,376
+8% +$2.47M 0.05% 304
2026
Q1 		$29.8M Sell
1,328,773
-152,931
-10% -$3.46M 0.06% 286
2025
Q4 		$33.6M Buy
1,481,704
+118,729
+9% +$2.7M 0.05% 335
2025
Q3 		$31M Sell
1,362,975
-193,013
-12% -$4.36M 0.05% 332
2025
Q2 		$34.9M Buy
1,555,988
+2,625
+0.2% +$58.3K 0.06% 294
2025
Q1 		$34.9M Buy
1,553,363
+16,132
+1% +$361K 0.07% 268
2024
Q4 		$34.1M Buy
1,537,231
+1,077,556
+234% +$24.3M 0.07% 271
2024
Q3 		$10.6M Sell
459,675
-25,287
-5% -$578K 0.02% 498
2024
Q2 		$10.8M Buy
484,962
+44,535
+10% +$988K 0.03% 468
2024
Q1 		$9.89M Buy
440,427
+164,676
+60% +$3.7M 0.03% 481
2023
Q4 		$6.26M Sell
275,751
-177,268
-39% -$3.87M 0.02% 552
2023
Q3 		$9.74M Buy
+453,019
New +$9.98M 0.03% 420

Other funds holding CGCP

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGCP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Core Plus Income ETF (CGCP) stake by 1.6% in Q3 2026, buying an estimated $512K and bringing the position to 1,462,511 shares worth $31.1M. The position accounts for 0.05% of the portfolio, ranked #354.

Wealth Enhancement Advisory Services first reported a position in CGCP in Q3 2023 and has held it in 13 quarters since. The position peaked at $34.9M in Q2 2025. 19 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,462,511 shares of Capital Group Core Plus Income ETF worth $31.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 23,362 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $512K.
  • Capital Group Core Plus Income ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #354 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Core Plus Income ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group Core Plus Income ETF position peaked at $34.9M in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.