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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,223,982 | +72.8% | 2,661,581 | +78.9% | 11.93% | +73.7% |
| Q2 2023 | $33,116,016 | +9.1% | 1,487,692 | +11.7% | 6.87% | +2.5% |
| Q1 2023 | $30,341,339 | +52.5% | 1,331,344 | +49.1% | 6.70% | +44.8% |
| Q4 2022 | $19,892,069 | -2.5% | 892,822 | -4.3% | 4.63% | -9.7% |
| Q3 2022 | $20,412,000 | -0.1% | 933,346 | +6.2% | 5.12% | +2.8% |
| Q2 2022 | $20,436,000 | – | 878,590 | – | 4.99% | – |
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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% |