Clear Harbor Asset Management’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Clear Harbor Asset Management’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 Q2	$606K	Sell	27,182 -15,816	-37%	-$354K	0.04%	286
2026 Q1	$961K	Sell	42,998 -2,246	-5%	-$50.9K	0.07%	208
2025 Q4	$1.02M	Buy	+45,244	New	+$1.03M	0.07%	198

Other funds holding CGCP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clear Harbor Asset Management's CGCP Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its Capital Group Core Plus Income ETF (CGCP) stake by 37% in Q2 2026, selling an estimated $354K and leaving 27,182 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #286.

Clear Harbor Asset Management first reported a position in CGCP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 325 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

Clear Harbor Asset Management held 27,182 shares of Capital Group Core Plus Income ETF worth $606K as of Q2 2026.
Clear Harbor Asset Management sold 15,816 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $354K.
Capital Group Core Plus Income ETF made up 0.04% of Clear Harbor Asset Management's portfolio in Q2 2026, its #286 holding.
Clear Harbor Asset Management first reported a position in Capital Group Core Plus Income ETF in Q4 2025 and has held it in 3 quarters since.
Clear Harbor Asset Management's Capital Group Core Plus Income ETF position peaked at $1.02M in Q4 2025.
325 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.