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 | $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 ↓ |
|---|---|---|---|
| Johnson Bixby & Associates, LLC | 2,661,581 | $57,223,982 | 11.93% |
| FinDec Wealth Services, Inc. | 764,073 | $16,427,572 | 11.87% |
| WNY Asset Management, LLC | 2,372,046 | $50,998,984 | 9.94% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 836,926 | $17,993,919 | 8.86% |
| Midwest Heritage Bank, FSB | 461,699 | $9,926,530 | 7.46% |
| Ruggaard & Associates LLC | 562,071 | $12,084,522 | 7.20% |
| Souders Financial Advisors | 1,620,532 | $34,841,435 | 6.69% |
| Fortress Wealth Management, Inc. | 405,493 | $8,718,108 | 5.64% |
| McGlone Suttner Wealth Management, Inc. | 1,043,483 | $22,435,362 | 5.20% |
| Bernardo Wealth Planning LLC | 579,063 | $12,449,850 | 4.92% |