Fortress Wealth Management, Inc. - CAPITAL GROUP CORE PLUS INCO ownership

CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 117 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Fortress Wealth Management, Inc. ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q3 2023$8,718,108
+7.2%
405,493
+11.0%
5.64%
+7.1%
Q2 2023$8,134,789
+79.1%
365,444
+83.4%
5.26%
+65.5%
Q1 2023$4,541,687
+159.2%
199,284
+153.4%
3.18%
+118.4%
Q4 2022$1,752,25578,6471.46%
Other shareholders
CAPITAL GROUP CORE PLUS INCO shareholders Q3 2023
NameSharesValueWeighting ↓
FinDec Wealth Services, Inc. 695,659$15,854,07311.99%
WNY Asset Management, LLC 1,636,676$37,299,8238.87%
ADAMSBROWN WEALTH CONSULTANTS LLC 611,646$13,939,4198.03%
Ruggaard & Associates LLC 504,755$11,503,3727.10%
Johnson Bixby & Associates, LLC 1,331,344$30,341,3396.70%
Midwest Heritage Bank, FSB 354,387$8,076,4806.50%
Souders Financial Advisors 988,435$22,526,4274.78%
IAM Advisory, LLC 551,491$12,568,4894.34%
Fortress Wealth Management, Inc. 199,284$4,541,6873.18%
Landmark Wealth Management, LLC 194,620$4,4352.47%
View complete list of CAPITAL GROUP CORE PLUS INCO shareholders