CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 145 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 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 ↓ |
|---|---|---|---|
| Summit Investment Advisory Services, LLC | 762,270 | $18,058,169 | 12.85% |
| Midwest Heritage Bank, FSB | 541,362 | $12,824,866 | 10.32% |
| FinDec Wealth Services, Inc. | 186,230 | $4,411,792 | 3.34% |
| &PARTNERS | 207,934 | $5,014,303 | 2.41% |
| Souders Financial Advisors | 404,255 | $9,576,793 | 2.03% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 89,812 | $2,127,646 | 2.03% |
| G&S Capital LLC | 153,187 | $3,629,000 | 1.60% |
| Strategic Blueprint, LLC | 379,944 | $9,000,863 | 0.93% |
| Capital Group Private Client Services, Inc. | 1,958,799 | $46,403,959 | 0.58% |
| Procyon Advisors, LLC | 130,083 | $3,081,655 | 0.51% |