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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 762,270 | $18,058,169 | 12.85% |
| Midwest Heritage Bank, FSB | 541,362 | $12,824,866 | 10.32% |
| FinDec Wealth Services, Inc. | 186,230 | $4,411,792 | 3.34% |
| &PARTNERS | 207,934 | $5,014,303 | 2.41% |
| Souders Financial Advisors | 404,255 | $9,576,793 | 2.03% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 89,812 | $2,127,646 | 2.03% |
| G&S Capital LLC | 153,187 | $3,629,000 | 1.60% |
| Strategic Blueprint, LLC | 379,944 | $9,000,863 | 0.93% |
| Capital Group Private Client Services, Inc. | 1,958,799 | $46,403,959 | 0.58% |
| Procyon Advisors, LLC | 130,083 | $3,081,655 | 0.51% |