CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 181 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,168,000 | +26.7% | 1,152,470 | +22.4% | 0.01% | +14.3% |
| Q1 2024 | $29,337,000 | +51.2% | 941,492 | +37.3% | 0.01% | +40.0% |
| Q4 2023 | $19,406,000 | +54.7% | 685,697 | +37.2% | 0.01% | +66.7% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 800,030 | $25,800,972 | 13.04% |
| AFS Financial Group, LLC | 20,925 | $674,831 | 9.04% |
| Burford Brothers, Inc. | 252,094 | $8,130,017 | 4.73% |
| FinDec Wealth Services, Inc. | 227,267 | $7,329,368 | 4.63% |
| Investment Planning Advisors, Inc. | 246,626 | $7,953,698 | 4.06% |
| Vantage Financial Partners Ltd., Inc. | 455,246 | $14,681,684 | 3.65% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 101,972 | $3,288,597 | 2.83% |
| Bridgewealth Advisory Group, LLC | 194,820 | $6,282,945 | 2.78% |
| AA Financial Advisors, LLC | 192,132 | $6,196,241 | 2.18% |
| Olistico Wealth, LLC | 68,210 | $2,199,775 | 1.40% |