CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 35 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,825,176 | +41.7% | 2,174,943 | +46.2% | 0.07% | +16.9% |
| Q2 2023 | $33,040,706 | +126.0% | 1,487,571 | +131.8% | 0.06% | +110.7% |
| Q1 2023 | $14,622,725 | +30.5% | 641,627 | +27.6% | 0.03% | +21.7% |
| Q4 2022 | $11,207,538 | +78.5% | 502,977 | +75.2% | 0.02% | +64.3% |
| Q3 2022 | $6,280,000 | +56.7% | 287,134 | +66.6% | 0.01% | +55.6% |
| Q2 2022 | $4,007,000 | +1209.5% | 172,336 | +1319.0% | 0.01% | +800.0% |
| Q1 2022 | $306,000 | – | 12,145 | – | 0.00% | – |
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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% |