CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 117 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $654,546 | +20.4% | 20,296 | +16.3% | 0.10% | +11.6% |
| Q1 2024 | $543,649 | +26.2% | 17,447 | +14.6% | 0.09% | +6.2% |
| Q4 2023 | $430,698 | +49.6% | 15,219 | +32.7% | 0.08% | +35.0% |
| Q3 2023 | $287,886 | +4.3% | 11,465 | +6.6% | 0.06% | +15.4% |
| Q2 2023 | $276,137 | – | 10,753 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 800,030 | $25,800,972 | 13.04% |
| AFS Financial Group, LLC | 20,925 | $674,831 | 9.04% |
| Burford Brothers, Inc. | 252,094 | $8,130,017 | 4.73% |
| FinDec Wealth Services, Inc. | 227,267 | $7,329,368 | 4.63% |
| Investment Planning Advisors, Inc. | 246,626 | $7,953,698 | 4.06% |
| Vantage Financial Partners Ltd., Inc. | 455,246 | $14,681,684 | 3.65% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 101,972 | $3,288,597 | 2.83% |
| Bridgewealth Advisory Group, LLC | 194,820 | $6,282,945 | 2.78% |
| AA Financial Advisors, LLC | 192,132 | $6,196,241 | 2.18% |
| Olistico Wealth, LLC | 68,210 | $2,199,775 | 1.40% |