CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 153 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,037,869 | +14.1% | 181,722 | +15.3% | 0.03% | +8.0% |
| Q1 2024 | $3,538,584 | +16.7% | 157,550 | +17.9% | 0.02% | +4.2% |
| Q4 2023 | $3,031,753 | +27.5% | 133,586 | +20.8% | 0.02% | +14.3% |
| Q3 2023 | $2,377,350 | +12.5% | 110,574 | +16.5% | 0.02% | +16.7% |
| Q2 2023 | $2,113,652 | +15.4% | 94,953 | +18.1% | 0.02% | +5.9% |
| Q1 2023 | $1,831,833 | +173204.9% | 80,379 | +69.4% | 0.02% | – |
| Q4 2022 | $1,057 | – | 47,440 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Bixby & Associates, LLC | 933,346 | $20,412,000 | 5.12% |
| Souders Financial Advisors | 816,109 | $17,848,000 | 4.85% |
| Landmark Wealth Management, LLC | 188,891 | $4,131,000 | 3.13% |
| Capital Planning LLC | 115,701 | $2,534,000 | 1.44% |
| Midwest Heritage Bank, FSB | 43,220 | $945,000 | 0.99% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 26,418 | $578,000 | 0.44% |
| FINANCIAL MANAGEMENT NETWORK INC | 29,511 | $657,000 | 0.32% |
| CarsonAllaria Wealth Management, Ltd. | 14,808 | $324,000 | 0.30% |
| FinTrust Capital Advisors, LLC | 49,218 | $1,073,000 | 0.28% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 16,418 | $359,062 | 0.24% |