CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 66 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $55,367,759 | +18.0% | 1,716,830 | +14.0% | 0.08% | +12.9% |
| Q1 2024 | $46,913,286 | +11.9% | 1,505,561 | +1.6% | 0.07% | +2.9% |
| Q4 2023 | $41,938,972 | +39.9% | 1,481,942 | +24.2% | 0.07% | +25.9% |
| Q3 2023 | $29,971,351 | +0.4% | 1,193,602 | +2.7% | 0.05% | +1.9% |
| Q2 2023 | $29,854,377 | +42.1% | 1,162,554 | +31.1% | 0.05% | +32.5% |
| Q1 2023 | $21,004,885 | -15.2% | 886,656 | -19.6% | 0.04% | -20.0% |
| Q4 2022 | $24,776,268 | +50.9% | 1,103,129 | +36.9% | 0.05% | +35.1% |
| Q3 2022 | $16,418,000 | +98.3% | 805,587 | +111.3% | 0.04% | +105.6% |
| Q2 2022 | $8,279,000 | – | 381,325 | – | 0.02% | – |
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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% |