BlackDiamond Wealth Management, LLC - CAPITAL GROUP CORE PLUS INCO ownership

CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 9 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q2 2023$226,830
-34.1%
10,149
-32.3%
0.19%
-45.5%
Q1 2023$344,112
-37.7%
14,994
-38.5%
0.35%
-43.9%
Q4 2022$552,740
+57.9%
24,382
+62.4%
0.63%
+43.8%
Q2 2022$350,000
-82.8%
15,018
-81.4%
0.44%
-82.1%
Q1 2022$2,035,00080,5632.43%
Other shareholders
CAPITAL GROUP CORE PLUS INCO shareholders Q1 2022
NameSharesValueWeighting ↓
FinDec Wealth Services, Inc. 542,319$12,082,8769.98%
ADAMSBROWN WEALTH CONSULTANTS LLC 539,582$12,021,8787.30%
WNY Asset Management, LLC 1,039,346$23,156,6296.26%
Souders Financial Advisors 958,525$21,355,9444.88%
Johnson Bixby & Associates, LLC 892,822$19,892,0694.63%
Midwest Heritage Bank, FSB 132,601$2,954,3502.86%
Landmark Wealth Management, LLC 175,135$3,9022.82%
New England Capital Financial Advisors LLC 143,673$3,292,9892.33%
Breakwater Capital Group 140,159$3,122,7431.63%
Fortress Wealth Management, Inc. 78,647$1,752,2551.46%
View complete list of CAPITAL GROUP CORE PLUS INCO shareholders