CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 117 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,825,328 | -35.6% | 84,899 | -28.6% | 0.08% | +32.3% |
Q2 2023 | $2,832,726 | +282.1% | 118,848 | +307.3% | 0.06% | +93.8% |
Q1 2023 | $741,395 | +103302.4% | 29,177 | +9.1% | 0.03% | +68.4% |
Q4 2022 | $717 | -99.9% | 26,749 | +18.1% | 0.02% | +18.8% |
Q3 2022 | $596,000 | +31.0% | 22,647 | +32.4% | 0.02% | +14.3% |
Q2 2022 | $455,000 | -43.8% | 17,110 | -44.3% | 0.01% | +40.0% |
Q1 2022 | $810,000 | – | 30,728 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FinDec Wealth Services, Inc. | 542,319 | $12,082,876 | 9.98% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 539,582 | $12,021,878 | 7.30% |
WNY Asset Management, LLC | 1,039,346 | $23,156,629 | 6.26% |
Souders Financial Advisors | 958,525 | $21,355,944 | 4.88% |
Johnson Bixby & Associates, LLC | 892,822 | $19,892,069 | 4.63% |
Midwest Heritage Bank, FSB | 132,601 | $2,954,350 | 2.86% |
Landmark Wealth Management, LLC | 175,135 | $3,902 | 2.82% |
New England Capital Financial Advisors LLC | 143,673 | $3,292,989 | 2.33% |
Breakwater Capital Group | 140,159 | $3,122,743 | 1.63% |
Fortress Wealth Management, Inc. | 78,647 | $1,752,255 | 1.46% |