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 | $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 | $1,488,000 | – | 1,488 | – | 0.05% | – |
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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% |