Landmark Wealth Management, LLC - CAPITAL GROUP CORE PLUS INCO ownership

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
Landmark Wealth Management, LLC ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q3 2023$4,345
-1.8%
202,115
+1.7%
2.47%
-37.0%
Q2 2023$4,426
-0.2%
198,822
+2.2%
3.92%
+59.0%
Q1 2023$4,435
+13.7%
194,620
+11.1%
2.47%
-12.6%
Q4 2022$3,902
-99.9%
175,135
-7.3%
2.82%
-9.8%
Q3 2022$4,131,000
+935.3%
188,891
+1002.2%
3.13%
+513.5%
Q2 2022$399,000
-73.2%
17,137
+1051.7%
0.51%
+920.0%
Q1 2022$1,488,0001,4880.05%
Other shareholders
CAPITAL GROUP CORE PLUS INCO shareholders Q2 2022
NameSharesValueWeighting ↓
Johnson Bixby & Associates, LLC 2,661,581$57,223,98211.93%
FinDec Wealth Services, Inc. 764,073$16,427,57211.87%
WNY Asset Management, LLC 2,372,046$50,998,9849.94%
ADAMSBROWN WEALTH CONSULTANTS LLC 836,926$17,993,9198.86%
Midwest Heritage Bank, FSB 461,699$9,926,5307.46%
Ruggaard & Associates LLC 562,071$12,084,5227.20%
Souders Financial Advisors 1,620,532$34,841,4356.69%
Fortress Wealth Management, Inc. 405,493$8,718,1085.64%
McGlone Suttner Wealth Management, Inc. 1,043,483$22,435,3625.20%
Bernardo Wealth Planning LLC 579,063$12,449,8504.92%
View complete list of CAPITAL GROUP CORE PLUS INCO shareholders