BAKER TILLY WEALTH MANAGEMENT, LLC - CAPITAL GROUP CORE EQUITY ET ownership

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CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 104 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q3 2023$533,085
+53.9%
21,230
+57.4%
0.09%
+144.4%
Q2 2023$346,423
+1.6%
13,490
-6.3%
0.04%
-5.3%
Q1 2023$340,899
+42.2%
14,390
+34.9%
0.04%
+26.7%
Q4 2022$239,648–10,670–0.03%–
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Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q1 2023
NameSharesValueWeighting ↓
Summit Investment Advisory Services, LLC 762,270$18,058,16912.85%
Midwest Heritage Bank, FSB 541,362$12,824,86610.32%
FinDec Wealth Services, Inc. 186,230$4,411,7923.34%
&PARTNERS 207,934$5,014,3032.41%
Souders Financial Advisors 404,255$9,576,7932.03%
BARNES PETTEY FINANCIAL ADVISORS, LLC 89,812$2,127,6462.03%
G&S Capital LLC 153,187$3,629,0001.60%
Strategic Blueprint, LLC 379,944$9,000,8630.93%
Capital Group Private Client Services, Inc. 1,958,799$46,403,9590.58%
Procyon Advisors, LLC 130,083$3,081,6550.51%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders