CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 237 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $621,528 | -62.2% | 19,272 | -63.4% | 0.05% | -63.8% |
| Q1 2024 | $1,642,496 | -58.8% | 52,712 | -62.6% | 0.13% | -62.5% |
| Q4 2023 | $3,988,802 | +11.2% | 140,947 | -1.3% | 0.34% | -7.9% |
| Q3 2023 | $3,587,230 | +8.4% | 142,861 | +10.9% | 0.37% | -11.5% |
| Q2 2023 | $3,309,069 | +7.4% | 128,858 | -0.9% | 0.42% | -18.8% |
| Q1 2023 | $3,081,655 | +8.1% | 130,083 | +2.5% | 0.51% | -1.9% |
| Q4 2022 | $2,849,849 | +14.9% | 126,886 | +4.2% | 0.52% | -13.9% |
| Q3 2022 | $2,481,000 | -2.3% | 121,740 | +4.1% | 0.61% | +8.4% |
| Q2 2022 | $2,539,000 | – | 116,947 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 800,030 | $25,800,972 | 13.04% |
| AFS Financial Group, LLC | 20,925 | $674,831 | 9.04% |
| Burford Brothers, Inc. | 252,094 | $8,130,017 | 4.73% |
| FinDec Wealth Services, Inc. | 227,267 | $7,329,368 | 4.63% |
| Investment Planning Advisors, Inc. | 246,626 | $7,953,698 | 4.06% |
| Vantage Financial Partners Ltd., Inc. | 455,246 | $14,681,684 | 3.65% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 101,972 | $3,288,597 | 2.83% |
| Bridgewealth Advisory Group, LLC | 194,820 | $6,282,945 | 2.78% |
| AA Financial Advisors, LLC | 192,132 | $6,196,241 | 2.18% |
| Olistico Wealth, LLC | 68,210 | $2,199,775 | 1.40% |