CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 106 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,459,353 | +26.7% | 155,686 | +28.1% | 0.02% | +4.2% |
| Q1 2024 | $2,729,570 | +34.7% | 121,530 | +36.1% | 0.02% | +20.0% |
| Q4 2023 | $2,026,616 | +23.0% | 89,298 | +16.5% | 0.02% | +11.1% |
| 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 ↓ |
|---|---|---|---|
| Johnson Bixby & Associates, LLC | 933,346 | $20,412,000 | 5.12% |
| Souders Financial Advisors | 816,109 | $17,848,000 | 4.85% |
| Landmark Wealth Management, LLC | 188,891 | $4,131,000 | 3.13% |
| Capital Planning LLC | 115,701 | $2,534,000 | 1.44% |
| Midwest Heritage Bank, FSB | 43,220 | $945,000 | 0.99% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 26,418 | $578,000 | 0.44% |
| FINANCIAL MANAGEMENT NETWORK INC | 29,511 | $657,000 | 0.32% |
| CarsonAllaria Wealth Management, Ltd. | 14,808 | $324,000 | 0.30% |
| FinTrust Capital Advisors, LLC | 49,218 | $1,073,000 | 0.28% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 16,418 | $359,062 | 0.24% |