INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC - CAPITAL GROUP CORE PLUS INCO ownership

CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 74 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q2 2023$1,925,422
+692.8%
77,930
+615.0%
0.26%
+936.0%
Q4 2022$242,852
+2.0%
10,9000.0%0.02%
-51.0%
Q3 2022$238,000
-6.3%
10,9000.0%0.05%
+121.7%
Q2 2022$254,00010,9000.02%
Other shareholders
CAPITAL GROUP CORE PLUS INCO shareholders Q4 2022
NameSharesValueWeighting ↓
Johnson Bixby & Associates, LLC 2,661,581$57,223,98211.93%
FinDec Wealth Services, Inc. 764,073$16,427,57211.87%
WNY Asset Management, LLC 2,372,046$50,998,9849.94%
ADAMSBROWN WEALTH CONSULTANTS LLC 836,926$17,993,9198.86%
Midwest Heritage Bank, FSB 461,699$9,926,5307.46%
Ruggaard & Associates LLC 562,071$12,084,5227.20%
Souders Financial Advisors 1,620,532$34,841,4356.69%
Fortress Wealth Management, Inc. 405,493$8,718,1085.64%
McGlone Suttner Wealth Management, Inc. 1,043,483$22,435,3625.20%
Bernardo Wealth Planning LLC 579,063$12,449,8504.92%
View complete list of CAPITAL GROUP CORE PLUS INCO shareholders