180 WEALTH ADVISORS, LLC - CAPITAL GROUP CORE EQUITY ET ownership

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CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 2 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
180 WEALTH ADVISORS, LLC ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
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
CAPITAL GROUP CORE EQUITY ET shareholders Q4 2023
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 604,779$15,186,00011.41%
Summit Investment Advisory Services, LLC 585,180$14,693,87110.89%
FinDec Wealth Services, Inc. 187,360$4,704,6213.40%
Souders Financial Advisors 668,964$16,797,6873.22%
&PARTNERS 221,941$5,578,9922.60%
BARNES PETTEY FINANCIAL ADVISORS, LLC 100,770$2,530,3352.32%
Vantage Financial Partners Ltd., Inc. 156,804$3,937,3482.26%
G&S Capital LLC 122,081$3,065,4541.56%
Olistico Wealth, LLC 68,200$1,712,5021.53%
Prosperity Financial Group, Inc. 66,008$1,657,4611.37%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders