CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 74 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,647,553 | -1.6% | 76,630 | +1.9% | 0.02% | -5.3% |
| Q2 2023 | $1,674,123 | +2.3% | 75,208 | +4.8% | 0.02% | -5.0% |
| Q1 2023 | $1,635,790 | +35.7% | 71,777 | +32.7% | 0.02% | +25.0% |
| Q4 2022 | $1,205,545 | +104.0% | 54,109 | +100.3% | 0.02% | +77.8% |
| Q3 2022 | $591,000 | +26.0% | 27,009 | +34.0% | 0.01% | +28.6% |
| Q2 2022 | $469,000 | – | 20,162 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FinDec Wealth Services, Inc. | 542,319 | $12,082,876 | 9.98% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 539,582 | $12,021,878 | 7.30% |
| WNY Asset Management, LLC | 1,039,346 | $23,156,629 | 6.26% |
| Souders Financial Advisors | 958,525 | $21,355,944 | 4.88% |
| Johnson Bixby & Associates, LLC | 892,822 | $19,892,069 | 4.63% |
| Midwest Heritage Bank, FSB | 132,601 | $2,954,350 | 2.86% |
| Landmark Wealth Management, LLC | 175,135 | $3,902 | 2.82% |
| New England Capital Financial Advisors LLC | 143,673 | $3,292,989 | 2.33% |
| Breakwater Capital Group | 140,159 | $3,122,743 | 1.63% |
| Fortress Wealth Management, Inc. | 78,647 | $1,752,255 | 1.46% |