BOLTON SECURITIES CORPORATION’s Capital Group Core Plus Income ETF CGCP Stock Holding History

BOLTON SECURITIES CORPORATION’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	$487K	Buy	23,000 +2,100	+10%	+$46.1K	0.02%	621
2026 Q2	$466K	Buy	20,900 +1,800	+9%	+$40.3K	0.02%	626
2026 Q1	$427K	Buy	+19,100	New	+$433K	0.02%	585
2025 Q3	$207K	Buy	+9,100	New	+$206K	0.01%	731
2025 Q1	$168K	Buy	+7,500	New	+$168K	0.01%	733

Other funds holding CGCP

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 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

BOLTON SECURITIES CORPORATION's CGCP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Capital Group Core Plus Income ETF (CGCP) stake by 10% in Q3 2026, buying an estimated $46.1K and bringing the position to 23,000 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #621.

BOLTON SECURITIES CORPORATION first reported a position in CGCP in Q1 2025 and has held it in 5 quarters since. 252 funds tracked by Wall St. Rank hold CGCP as of Q3 2026.

BOLTON SECURITIES CORPORATION held 23,000 shares of Capital Group Core Plus Income ETF worth $487K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 2,100 Capital Group Core Plus Income ETF shares in Q3 2026, an estimated $46.1K.
Capital Group Core Plus Income ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #621 holding.
BOLTON SECURITIES CORPORATION first reported a position in Capital Group Core Plus Income ETF in Q1 2025 and has held it in 5 quarters since.
252 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.