CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 147 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,039,073 | +8.6% | 31,554 | +2.8% | 0.17% | -1.7% |
| Q1 2024 | $956,363 | +19.5% | 30,692 | +7.7% | 0.17% | +7.5% |
| Q4 2023 | $800,112 | +13.8% | 28,494 | +1.8% | 0.16% | +1.3% |
| Q3 2023 | $703,010 | +0.5% | 27,997 | +2.8% | 0.16% | +2.6% |
| Q2 2023 | $699,326 | +30.4% | 27,243 | +20.4% | 0.15% | +23.2% |
| Q1 2023 | $536,162 | +12.7% | 22,632 | +12.9% | 0.12% | +11.6% |
| Q4 2022 | $475,913 | – | 20,038 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 52,966 | $1,079,000 | 1.13% |
| Souders Financial Advisors | 168,225 | $3,428,000 | 0.93% |
| &PARTNERS | 74,314 | $1,530,000 | 0.88% |
| Strategic Blueprint, LLC | 279,585 | $5,698,000 | 0.68% |
| Procyon Advisors, LLC | 121,740 | $2,481,000 | 0.61% |
| Capital Group Private Client Services, Inc. | 1,077,506 | $21,960,000 | 0.31% |
| Capital International, Inc./CA/ | 616,857 | $12,572,000 | 0.28% |
| Cedar Brook Financial Partners, LLC | 36,251 | $738,787 | 0.24% |
| Confluence Wealth Services, Inc. | 24,160 | $492,000 | 0.21% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 13,256 | $270,157 | 0.18% |