CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 1 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,020,199 | +350.0% | 559,079 | +365.9% | 0.00% | +200.0% |
| Q2 2023 | $2,671,200 | +72.4% | 120,000 | +76.5% | 0.00% | – |
| Q1 2023 | $1,549,720 | +162.5% | 68,000 | +156.6% | 0.00% | – |
| Q4 2022 | $590,420 | -68.2% | 26,500 | -68.8% | 0.00% | -100.0% |
| Q3 2022 | $1,859,000 | -97.3% | 85,000 | -97.1% | 0.00% | -94.7% |
| Q2 2022 | $68,245,000 | -10.0% | 2,934,000 | -2.3% | 0.02% | +11.8% |
| Q1 2022 | $75,868,000 | – | 3,004,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Line Retirement Advisors, LLC | 637,894 | $14,199,518 | 13.35% |
| FinDec Wealth Services, Inc. | 757,791 | $16,868,437 | 11.80% |
| WNY Asset Management, LLC | 2,235,668 | $49,765,931 | 10.59% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 745,735 | $16,600,056 | 8.77% |
| Ruggaard & Associates LLC | 545,323 | $12,138,887 | 7.11% |
| Johnson Bixby & Associates, LLC | 1,487,692 | $33,116,016 | 6.87% |
| Midwest Heritage Bank, FSB | 406,050 | $9,038,673 | 6.86% |
| Souders Financial Advisors | 1,490,746 | $33,184,015 | 6.34% |
| Fortress Wealth Management, Inc. | 365,444 | $8,134,789 | 5.26% |
| Bernardo Wealth Planning LLC | 504,212 | $11,223,772 | 4.47% |