WNY Asset Management, LLC - CAPITAL GROUP CORE PLUS INCO ownership

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CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 117 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
WNY Asset Management, LLC ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q3 2023$50,998,984
+2.5%
2,372,046
+6.1%
9.94%
-6.1%
Q2 2023$49,765,931
+33.4%
2,235,668
+36.6%
10.59%
+19.4%
Q1 2023$37,299,823
+61.1%
1,636,676
+57.5%
8.87%
+41.6%
Q4 2022$23,156,629–1,039,346–6.26%–
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Other shareholders
CAPITAL GROUP CORE PLUS INCO shareholders Q3 2023
NameSharesValueWeighting ↓
FinDec Wealth Services, Inc. 695,659$15,854,07311.99%
WNY Asset Management, LLC 1,636,676$37,299,8238.87%
ADAMSBROWN WEALTH CONSULTANTS LLC 611,646$13,939,4198.03%
Ruggaard & Associates LLC 504,755$11,503,3727.10%
Johnson Bixby & Associates, LLC 1,331,344$30,341,3396.70%
Midwest Heritage Bank, FSB 354,387$8,076,4806.50%
Souders Financial Advisors 988,435$22,526,4274.78%
IAM Advisory, LLC 551,491$12,568,4894.34%
Fortress Wealth Management, Inc. 199,284$4,541,6873.18%
Landmark Wealth Management, LLC 194,620$4,4352.47%
View complete list of CAPITAL GROUP CORE PLUS INCO shareholders