CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 104 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,936,775 | +43.5% | 1,271,853 | +46.7% | 0.05% | +17.5% |
| Q2 2023 | $22,253,018 | +44.4% | 866,807 | +33.3% | 0.04% | +37.9% |
| Q1 2023 | $15,408,481 | +23.6% | 650,359 | +17.1% | 0.03% | +16.0% |
| Q4 2022 | $12,469,564 | +85.0% | 555,176 | +67.9% | 0.02% | +66.7% |
| Q3 2022 | $6,739,000 | +27.0% | 330,716 | +35.3% | 0.02% | +25.0% |
| Q2 2022 | $5,305,000 | +244.5% | 244,388 | +308.6% | 0.01% | +300.0% |
| Q1 2022 | $1,540,000 | – | 59,806 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 604,779 | $15,186,000 | 11.41% |
| Summit Investment Advisory Services, LLC | 585,180 | $14,693,871 | 10.89% |
| FinDec Wealth Services, Inc. | 187,360 | $4,704,621 | 3.40% |
| Souders Financial Advisors | 668,964 | $16,797,687 | 3.22% |
| &PARTNERS | 221,941 | $5,578,992 | 2.60% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 100,770 | $2,530,335 | 2.32% |
| Vantage Financial Partners Ltd., Inc. | 156,804 | $3,937,348 | 2.26% |
| G&S Capital LLC | 122,081 | $3,065,454 | 1.56% |
| Olistico Wealth, LLC | 68,200 | $1,712,502 | 1.53% |
| Prosperity Financial Group, Inc. | 66,008 | $1,657,461 | 1.37% |