Winch Advisory Services, LLC - CAPITAL GROUP CORE EQUITY ET ownership

CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 117 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q2 2024$38,039
+3.7%
1,180
+0.2%
0.01%0.0%
Q1 2024$36,697
+10.1%
1,1780.0%0.01%0.0%
Q4 2023$33,328
+302881.8%
1,178
+174.0%
0.01%
+175.0%
Q3 2023$110.0%4300.0%0.00%0.0%
Q2 2023$11
+10.0%
4300.0%0.00%0.0%
Q1 2023$104300.00%
Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q2 2023
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 52,966$1,079,0001.13%
Souders Financial Advisors 168,225$3,428,0000.93%
&PARTNERS 74,314$1,530,0000.88%
Strategic Blueprint, LLC 279,585$5,698,0000.68%
Procyon Advisors, LLC 121,740$2,481,0000.61%
Capital Group Private Client Services, Inc. 1,077,506$21,960,0000.31%
Capital International, Inc./CA/ 616,857$12,572,0000.28%
Cedar Brook Financial Partners, LLC 36,251$738,7870.24%
Confluence Wealth Services, Inc. 24,160$492,0000.21%
SILVERLAKE WEALTH MANAGEMENT LLC 13,256$270,1570.18%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders