CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 145 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $908,354 | +17.1% | 36,175 | +19.8% | 0.12% | +15.7% |
| Q2 2023 | $775,613 | +35.1% | 30,203 | +24.6% | 0.10% | +22.9% |
| Q1 2023 | $574,032 | +72.1% | 24,231 | +63.1% | 0.08% | +59.6% |
| Q4 2022 | $333,598 | +11.9% | 14,853 | +1.6% | 0.05% | -1.9% |
| Q3 2022 | $298,000 | +2.1% | 14,614 | +8.5% | 0.05% | -7.0% |
| Q2 2022 | $292,000 | – | 13,470 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 203,783 | $4,576,966 | 4.43% |
| FinDec Wealth Services, Inc. | 184,682 | $4,147,964 | 3.43% |
| &PARTNERS | 205,935 | $4,625,300 | 2.30% |
| Robbie L. Kennerson P.A., Inc. | 95,992 | $2,155,975 | 2.19% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 88,445 | $1,986,475 | 2.05% |
| Souders Financial Advisors | 325,833 | $7,318,202 | 1.67% |
| G&S Capital LLC | 161,930 | $3,636,948 | 1.61% |
| Strategic Blueprint, LLC | 321,577 | $7,222,630 | 0.84% |
| Procyon Advisors, LLC | 126,886 | $2,849,849 | 0.52% |
| TKG Advisors, LLC | 29,350 | $659,199 | 0.43% |