CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 2 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,770,000 | +11.9% | 229,789 | +14.6% | 0.05% | +15.6% |
Q2 2023 | $5,157,861 | +22.5% | 200,463 | +12.8% | 0.04% | +12.5% |
Q1 2023 | $4,209,428 | +1516.3% | 177,688 | +18.3% | 0.04% | +207.7% |
Q4 2022 | $260,439 | -80.4% | 150,143 | +130.5% | 0.01% | -13.3% |
Q3 2022 | $1,328,000 | +95.6% | 65,138 | +108.2% | 0.02% | +150.0% |
Q2 2022 | $679,000 | – | 31,292 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Investment Advisory Services, LLC | 762,270 | $18,058,169 | 12.85% |
Midwest Heritage Bank, FSB | 541,362 | $12,824,866 | 10.32% |
FinDec Wealth Services, Inc. | 186,230 | $4,411,792 | 3.34% |
&PARTNERS | 207,934 | $5,014,303 | 2.41% |
Souders Financial Advisors | 404,255 | $9,576,793 | 2.03% |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 89,812 | $2,127,646 | 2.03% |
G&S Capital LLC | 153,187 | $3,629,000 | 1.60% |
Strategic Blueprint, LLC | 379,944 | $9,000,863 | 0.93% |
Capital Group Private Client Services, Inc. | 1,958,799 | $46,403,959 | 0.58% |
Procyon Advisors, LLC | 130,083 | $3,081,655 | 0.51% |