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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
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 $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbour Investments's CGCP Position: Q1 2026 in Review

Harbour Investments increased its Capital Group Core Plus Income ETF (CGCP) stake by 14% in Q1 2026, buying an estimated $9.02M and bringing the position to 3,217,996 shares worth $71.9M. The position accounts for 1.11% of the portfolio, ranked #10.

Harbour Investments first reported a position in CGCP in Q2 2022 and has held it in 16 quarters since. 310 funds tracked by Wall St. Rank hold CGCP as of Q1 2026.

  • Harbour Investments held 3,217,996 shares of Capital Group Core Plus Income ETF worth $71.9M as of Q1 2026.
  • Harbour Investments bought 398,433 Capital Group Core Plus Income ETF shares in Q1 2026, an estimated $9.02M.
  • Capital Group Core Plus Income ETF made up 1.11% of Harbour Investments's portfolio in Q1 2026, its #10 holding.
  • Harbour Investments first reported a position in Capital Group Core Plus Income ETF in Q2 2022 and has held it in 16 quarters since.
  • 310 funds tracked by Wall St. Rank held Capital Group Core Plus Income ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.