CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 153 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,944,150 | +16.2% | 132,500 | +17.9% | 0.67% | +11.5% |
| Q1 2024 | $2,534,116 | -2.7% | 112,371 | -2.1% | 0.60% | -9.6% |
| Q4 2023 | $2,605,024 | +106.7% | 114,784 | +96.7% | 0.66% | +88.9% |
| Q3 2023 | $1,260,032 | +338.9% | 58,347 | +354.3% | 0.35% | +340.0% |
| Q2 2023 | $287,077 | +149.2% | 12,843 | +155.2% | 0.08% | +128.6% |
| Q1 2023 | $115,205 | +232.1% | 5,033 | +223.2% | 0.04% | +218.2% |
| Q4 2022 | $34,690 | – | 1,557 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Bixby & Associates, LLC | 933,346 | $20,412,000 | 5.12% |
| Souders Financial Advisors | 816,109 | $17,848,000 | 4.85% |
| Landmark Wealth Management, LLC | 188,891 | $4,131,000 | 3.13% |
| Capital Planning LLC | 115,701 | $2,534,000 | 1.44% |
| Midwest Heritage Bank, FSB | 43,220 | $945,000 | 0.99% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 26,418 | $578,000 | 0.44% |
| FINANCIAL MANAGEMENT NETWORK INC | 29,511 | $657,000 | 0.32% |
| CarsonAllaria Wealth Management, Ltd. | 14,808 | $324,000 | 0.30% |
| FinTrust Capital Advisors, LLC | 49,218 | $1,073,000 | 0.28% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 16,418 | $359,062 | 0.24% |