CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 145 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,404,716 | -1.9% | 55,942 | +0.3% | 0.37% | +7.3% |
| Q2 2023 | $1,432,030 | +10.7% | 55,764 | +2.2% | 0.34% | +2.7% |
| Q1 2023 | $1,293,135 | +17.5% | 54,586 | +11.4% | 0.33% | +7.1% |
| Q4 2022 | $1,100,309 | +48.9% | 48,990 | +35.1% | 0.31% | +30.8% |
| Q3 2022 | $738,787 | +36.1% | 36,251 | +45.0% | 0.24% | +39.4% |
| Q2 2022 | $543,000 | – | 24,999 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 762,270 | $18,058,169 | 12.85% |
| Midwest Heritage Bank, FSB | 541,362 | $12,824,866 | 10.32% |
| FinDec Wealth Services, Inc. | 186,230 | $4,411,792 | 3.34% |
| &PARTNERS | 207,934 | $5,014,303 | 2.41% |
| Souders Financial Advisors | 404,255 | $9,576,793 | 2.03% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 89,812 | $2,127,646 | 2.03% |
| G&S Capital LLC | 153,187 | $3,629,000 | 1.60% |
| Strategic Blueprint, LLC | 379,944 | $9,000,863 | 0.93% |
| Capital Group Private Client Services, Inc. | 1,958,799 | $46,403,959 | 0.58% |
| Procyon Advisors, LLC | 130,083 | $3,081,655 | 0.51% |