LPL Financial LLC - CAPITAL GROUP CORE EQUITY ET ownership

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
LPL Financial LLC ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q3 2023$61,176,248
+19.6%
2,436,330
+22.3%
0.04%
+16.2%
Q2 2023$51,149,166
+25.1%
1,991,790
+15.4%
0.04%
+15.6%
Q1 2023$40,891,059
+36.9%
1,726,090
+29.8%
0.03%
+23.1%
Q4 2022$29,859,746
+121.5%
1,329,463
+101.0%
0.03%
+100.0%
Q3 2022$13,479,000
+155.2%
661,403
+171.9%
0.01%
+160.0%
Q2 2022$5,281,000243,2650.01%
Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q3 2023
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 604,779$15,186,00011.41%
Summit Investment Advisory Services, LLC 585,180$14,693,87110.89%
FinDec Wealth Services, Inc. 187,360$4,704,6213.40%
Souders Financial Advisors 668,964$16,797,6873.22%
&PARTNERS 221,941$5,578,9922.60%
BARNES PETTEY FINANCIAL ADVISORS, LLC 100,770$2,530,3352.32%
Vantage Financial Partners Ltd., Inc. 156,804$3,937,3482.26%
G&S Capital LLC 122,081$3,065,4541.56%
Olistico Wealth, LLC 68,200$1,712,5021.53%
Prosperity Financial Group, Inc. 66,008$1,657,4611.37%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders