CAPTRUST FINANCIAL ADVISORS - CAPITAL GROUP CORE EQUITY ET ownership

CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 19 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q2 2024$39,600,354
+1723.1%
1,227,918
+1661.5%
0.13%
+1487.5%
Q1 2024$2,172,139
+29.7%
69,709
+17.8%
0.01%
+33.3%
Q4 2023$1,674,237
+27.4%
59,160
+13.0%
0.01%
+20.0%
Q3 2023$1,314,083
+25.2%
52,333
+28.1%
0.01%
+25.0%
Q2 2023$1,049,188
+287.2%
40,856
+206.8%
0.00%
+100.0%
Q3 2022$271,000
-18.6%
13,316
-13.1%
0.00%0.0%
Q2 2022$333,000
+61.7%
15,316
+91.4%
0.00%
+100.0%
Q1 2022$206,0008,0000.00%
Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q1 2022
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 800,030$25,800,97213.04%
AFS Financial Group, LLC 20,925$674,8319.04%
Burford Brothers, Inc. 252,094$8,130,0174.73%
FinDec Wealth Services, Inc. 227,267$7,329,3684.63%
Investment Planning Advisors, Inc. 246,626$7,953,6984.06%
Vantage Financial Partners Ltd., Inc. 455,246$14,681,6843.65%
BARNES PETTEY FINANCIAL ADVISORS, LLC 101,972$3,288,5972.83%
Bridgewealth Advisory Group, LLC 194,820$6,282,9452.78%
AA Financial Advisors, LLC 192,132$6,196,2412.18%
Olistico Wealth, LLC 68,210$2,199,7751.40%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders