CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 169 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $19,176,282 | +205.5% | 863,019 | +208.8% | 0.11% | +154.8% |
Q1 2024 | $6,276,970 | +41.4% | 279,473 | +42.9% | 0.04% | +16.7% |
Q4 2023 | $4,438,771 | +43.8% | 195,584 | +36.2% | 0.04% | +20.0% |
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 | $320,052 | – | 14,365 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Johnson Bixby & Associates, LLC | 2,661,581 | $57,223,982 | 11.93% |
FinDec Wealth Services, Inc. | 764,073 | $16,427,572 | 11.87% |
WNY Asset Management, LLC | 2,372,046 | $50,998,984 | 9.94% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 836,926 | $17,993,919 | 8.86% |
Midwest Heritage Bank, FSB | 461,699 | $9,926,530 | 7.46% |
Ruggaard & Associates LLC | 562,071 | $12,084,522 | 7.20% |
Souders Financial Advisors | 1,620,532 | $34,841,435 | 6.69% |
Fortress Wealth Management, Inc. | 405,493 | $8,718,108 | 5.64% |
McGlone Suttner Wealth Management, Inc. | 1,043,483 | $22,435,362 | 5.20% |
Bernardo Wealth Planning LLC | 579,063 | $12,449,850 | 4.92% |