CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 9 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 695,659 | $15,854,073 | 11.99% |
| WNY Asset Management, LLC | 1,636,676 | $37,299,823 | 8.87% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 611,646 | $13,939,419 | 8.03% |
| Ruggaard & Associates LLC | 504,755 | $11,503,372 | 7.10% |
| Johnson Bixby & Associates, LLC | 1,331,344 | $30,341,339 | 6.70% |
| Midwest Heritage Bank, FSB | 354,387 | $8,076,480 | 6.50% |
| Souders Financial Advisors | 988,435 | $22,526,427 | 4.78% |
| IAM Advisory, LLC | 551,491 | $12,568,489 | 4.34% |
| Fortress Wealth Management, Inc. | 199,284 | $4,541,687 | 3.18% |
| Landmark Wealth Management, LLC | 194,620 | $4,435 | 2.47% |