CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 74 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,751 | +14.4% | 3,105 | +18.5% | 0.01% | +16.7% |
| Q2 2023 | $58,324 | -1.1% | 2,620 | +1.2% | 0.01% | -14.3% |
| Q1 2023 | $58,970 | +3.3% | 2,588 | +1.0% | 0.01% | -22.2% |
| Q4 2022 | $57,107 | +2.0% | 2,563 | +0.8% | 0.01% | -30.8% |
| Q3 2022 | $56,000 | – | 2,543 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Bixby & Associates, LLC | 933,346 | $20,412,000 | 5.12% |
| Souders Financial Advisors | 816,109 | $17,848,000 | 4.85% |
| Landmark Wealth Management, LLC | 188,891 | $4,131,000 | 3.13% |
| Capital Planning LLC | 115,701 | $2,534,000 | 1.44% |
| Midwest Heritage Bank, FSB | 43,220 | $945,000 | 0.99% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 26,418 | $578,000 | 0.44% |
| FINANCIAL MANAGEMENT NETWORK INC | 29,511 | $657,000 | 0.32% |
| CarsonAllaria Wealth Management, Ltd. | 14,808 | $324,000 | 0.30% |
| FinTrust Capital Advisors, LLC | 49,218 | $1,073,000 | 0.28% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 16,418 | $359,062 | 0.24% |