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 91 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2023
NameSharesValueWeighting ↓
FinDec Wealth Services, Inc. 695,659$15,854,07311.99%
WNY Asset Management, LLC 1,636,676$37,299,8238.87%
ADAMSBROWN WEALTH CONSULTANTS LLC 611,646$13,939,4198.03%
Ruggaard & Associates LLC 504,755$11,503,3727.10%
Johnson Bixby & Associates, LLC 1,331,344$30,341,3396.70%
Midwest Heritage Bank, FSB 354,387$8,076,4806.50%
Souders Financial Advisors 988,435$22,526,4274.78%
IAM Advisory, LLC 551,491$12,568,4894.34%
Fortress Wealth Management, Inc. 199,284$4,541,6873.18%
Landmark Wealth Management, LLC 194,620$4,4352.47%
View complete list of CAPITAL GROUP CORE PLUS INCO shareholders