Madison Wealth Partners, Inc - CAPITAL GROUP CORE PLUS INCO ownership

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
Madison Wealth Partners, Inc ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q3 2023$679,730
+112.5%
31,615
+120.0%
0.34%
+130.9%
Q2 2023$319,836
-2.3%
14,3680.0%0.15%
-9.7%
Q1 2023$327,452
-14.6%
14,368
-16.5%
0.16%
-26.3%
Q4 2022$383,21817,2000.22%
Other shareholders
CAPITAL GROUP CORE PLUS INCO shareholders Q4 2023
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