CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 181 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,711,260 | +37.4% | 487,169 | +32.7% | 0.10% | +28.0% |
| Q1 2024 | $11,435,276 | +38.4% | 366,986 | +25.7% | 0.08% | +28.1% |
| Q4 2023 | $8,262,439 | +43.2% | 291,959 | +27.1% | 0.06% | +23.1% |
| 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 ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 52,966 | $1,079,000 | 1.13% |
| Souders Financial Advisors | 168,225 | $3,428,000 | 0.93% |
| &PARTNERS | 74,314 | $1,530,000 | 0.88% |
| Strategic Blueprint, LLC | 279,585 | $5,698,000 | 0.68% |
| Procyon Advisors, LLC | 121,740 | $2,481,000 | 0.61% |
| Capital Group Private Client Services, Inc. | 1,077,506 | $21,960,000 | 0.31% |
| Capital International, Inc./CA/ | 616,857 | $12,572,000 | 0.28% |
| Cedar Brook Financial Partners, LLC | 36,251 | $738,787 | 0.24% |
| Confluence Wealth Services, Inc. | 24,160 | $492,000 | 0.21% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 13,256 | $270,157 | 0.18% |