CAPITAL GROUP FIXED INCOME E's ticker is and the CUSIP is 14020Y300. A total of 104 filers reported holding CAPITAL GROUP FIXED INCOME E in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,173,066 | +5.5% | 43,576 | +6.0% | 0.16% | +1.3% |
| Q1 2024 | $1,111,939 | +12.9% | 41,122 | +12.7% | 0.15% | +4.1% |
| Q4 2023 | $984,649 | +13.6% | 36,482 | +7.5% | 0.15% | -3.3% |
| Q3 2023 | $866,446 | +13.9% | 33,945 | +16.3% | 0.15% | +4.1% |
| Q2 2023 | $760,582 | +3.3% | 29,197 | +4.4% | 0.15% | -13.0% |
| Q1 2023 | $736,144 | – | 27,962 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Advisors, LLC | 527,064 | $14,188,564 | 5.25% |
| Winch Advisory Services, LLC | 567,256 | $15,270,516 | 4.37% |
| Swisher Financial Concepts, Inc. | 139,041 | $3,747 | 3.80% |
| Bouvel Investment Partners, LLC | 215,941 | $5,813,132 | 2.25% |
| RFP Financial Group LLC | 191,358 | $5,152,625 | 1.91% |
| Wayfinding Financial, LLC | 122,178 | $3,289 | 1.85% |
| Redhawk Wealth Advisors, Inc. | 444,642 | $11,969,766 | 1.83% |
| Pillar Wealth Advisors, LLC | 41,980 | $1,130,109 | 1.36% |
| FULLCIRCLE WEALTH LLC | 99,822 | $2,719,151 | 1.33% |
| Total Clarity Wealth Management, Inc. | 132,032 | $3,554,294 | 1.23% |