Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q3 2023$3,086,798
+14.6%
143,572
+18.7%
0.03%
+11.1%
Q2 2023$2,693,415
+711.1%
120,998
+730.3%
0.03%
+575.0%
Q1 2023$332,087
+3.8%
14,572
+1.4%
0.00%
+33.3%
Q4 2022$320,05214,3650.00%
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