IAM Advisory, LLC - CAPITAL GROUP CORE PLUS INCO ownership

CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 1 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
IAM Advisory, LLC ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q3 2023$12,275,742
-1.8%
570,965
+1.6%
4.29%
+0.5%
Q2 2023$12,505,510
-0.5%
561,793
+1.9%
4.27%
-1.8%
Q1 2023$12,568,489551,4914.34%
Other shareholders
CAPITAL GROUP CORE PLUS INCO shareholders Q4 2023
NameSharesValueWeighting ↓
FinDec Wealth Services, Inc. 542,319$12,082,8769.98%
ADAMSBROWN WEALTH CONSULTANTS LLC 539,582$12,021,8787.30%
WNY Asset Management, LLC 1,039,346$23,156,6296.26%
Souders Financial Advisors 958,525$21,355,9444.88%
Johnson Bixby & Associates, LLC 892,822$19,892,0694.63%
Midwest Heritage Bank, FSB 132,601$2,954,3502.86%
Landmark Wealth Management, LLC 175,135$3,9022.82%
New England Capital Financial Advisors LLC 143,673$3,292,9892.33%
Breakwater Capital Group 140,159$3,122,7431.63%
Fortress Wealth Management, Inc. 78,647$1,752,2551.46%
View complete list of CAPITAL GROUP CORE PLUS INCO shareholders