CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 2 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,548,000 | +77.5% | 499,710 | +81.5% | 0.00% | +50.0% |
Q2 2023 | $7,070,000 | +14.7% | 275,299 | +5.8% | 0.00% | 0.0% |
Q1 2023 | $6,162,000 | +43.5% | 260,093 | +36.0% | 0.00% | +100.0% |
Q4 2022 | $4,295,000 | +38.3% | 191,229 | +25.5% | 0.00% | 0.0% |
Q3 2022 | $3,105,000 | +114.4% | 152,344 | +128.4% | 0.00% | – |
Q2 2022 | $1,448,000 | +997.0% | 66,697 | +1199.6% | 0.00% | – |
Q1 2022 | $132,000 | – | 5,132 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Investment Advisory Services, LLC | 762,270 | $18,058,169 | 12.85% |
Midwest Heritage Bank, FSB | 541,362 | $12,824,866 | 10.32% |
FinDec Wealth Services, Inc. | 186,230 | $4,411,792 | 3.34% |
&PARTNERS | 207,934 | $5,014,303 | 2.41% |
Souders Financial Advisors | 404,255 | $9,576,793 | 2.03% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 89,812 | $2,127,646 | 2.03% |
G&S Capital LLC | 153,187 | $3,629,000 | 1.60% |
Strategic Blueprint, LLC | 379,944 | $9,000,863 | 0.93% |
Capital Group Private Client Services, Inc. | 1,958,799 | $46,403,959 | 0.58% |
Procyon Advisors, LLC | 130,083 | $3,081,655 | 0.51% |