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Harbour Investments’s Capital Group Core Plus Income ETF CGCP Stock Holding History

Harbour Investments’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 		$76.1M Buy
3,413,963
+195,967
+6% +$4.38M 1.02% 11
2026
Q1 		$71.9M Buy
3,217,996
+398,433
+14% +$9.02M 1.11% 10
2025
Q4 		$63.8M Buy
2,819,563
+711,803
+34% +$16.2M 1.29% 8
2025
Q3 		$47.9M Buy
2,107,760
+140,014
+7% +$3.16M 1.09% 15
2025
Q2 		$44.3M Sell
1,967,746
-166,653
-8% -$3.7M 1.12% 13
2025
Q1 		$47.9M Buy
2,134,399
+179,337
+9% +$4.01M 1.37% 10
2024
Q4 		$43.4M Buy
1,955,062
+229,264
+13% +$5.17M 1.25% 14
2024
Q3 		$39.9M Buy
1,725,798
+546,823
+46% +$12.5M 1.2% 15
2024
Q2 		$26.2M Buy
1,178,975
+175,983
+18% +$3.91M 0.88% 21
2024
Q1 		$22.5M Buy
1,002,992
+236,912
+31% +$5.33M 0.8% 22
2023
Q4 		$17.4M Buy
766,080
+80,596
+12% +$1.76M 0.72% 22
2023
Q3 		$14.7M Buy
685,484
+644,238
+1,562% +$14.2M 0.74% 21
2023
Q2 		$918K Buy
41,246
+2,395
+6% +$54.1K 0.05% 358
2023
Q1 		$885K Sell
38,851
-26,608
-41% -$602K 0.05% 344
2022
Q4 		$1.46M Buy
65,459
+47,669
+268% +$1.06M 0.09% 225
2022
Q3 		$414K Hold
17,790
– – 0.03% 462
2022
Q2 		$414K Buy
+17,790
New +$427K 0.03% 462

Other funds holding CGCP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Harbour Investments's CGCP Position: Q2 2026 in Review

Harbour Investments increased its Capital Group Core Plus Income ETF (CGCP) stake by 6.1% in Q2 2026, buying an estimated $4.38M and bringing the position to 3,413,963 shares worth $76.1M. The position accounts for 1.02% of the portfolio, ranked #11.

Harbour Investments first reported a position in CGCP in Q2 2022 and has held it in 17 quarters since. 324 funds tracked by Wall St. Rank hold CGCP as of Q2 2026.

  • Harbour Investments held 3,413,963 shares of Capital Group Core Plus Income ETF worth $76.1M as of Q2 2026.
  • Harbour Investments bought 195,967 Capital Group Core Plus Income ETF shares in Q2 2026, an estimated $4.38M.
  • Capital Group Core Plus Income ETF made up 1.02% of Harbour Investments's portfolio in Q2 2026, its #11 holding.
  • Harbour Investments first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 324 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.