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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,542,006 | +3.9% | 2,331,422 | +6.2% | 0.71% | +7.4% |
| Q2 2023 | $56,354,113 | +21.4% | 2,194,475 | +12.0% | 0.66% | +15.5% |
| Q1 2023 | $46,403,959 | +37.6% | 1,958,799 | +30.4% | 0.58% | +35.0% |
| Q4 2022 | $33,726,228 | +53.6% | 1,501,613 | +39.4% | 0.43% | +38.3% |
| Q3 2022 | $21,960,000 | +89.5% | 1,077,506 | +101.9% | 0.31% | +105.3% |
| Q2 2022 | $11,587,000 | +231.5% | 533,730 | +293.2% | 0.15% | +294.7% |
| Q1 2022 | $3,495,000 | – | 135,729 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 604,779 | $15,186,000 | 11.41% |
| Summit Investment Advisory Services, LLC | 585,180 | $14,693,871 | 10.89% |
| FinDec Wealth Services, Inc. | 187,360 | $4,704,621 | 3.40% |
| Souders Financial Advisors | 668,964 | $16,797,687 | 3.22% |
| &PARTNERS | 221,941 | $5,578,992 | 2.60% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 100,770 | $2,530,335 | 2.32% |
| Vantage Financial Partners Ltd., Inc. | 156,804 | $3,937,348 | 2.26% |
| G&S Capital LLC | 122,081 | $3,065,454 | 1.56% |
| Olistico Wealth, LLC | 68,200 | $1,712,502 | 1.53% |
| Prosperity Financial Group, Inc. | 66,008 | $1,657,461 | 1.37% |