Investments & Financial Planning, LLC - CAPITAL GROUP GROWTH ETF ownership

CAPITAL GROUP GROWTH ETF's ticker is and the CUSIP is 14020G101. A total of 141 filers reported holding CAPITAL GROUP GROWTH ETF in Q1 2023. The put-call ratio across all filers is 0.20 and the average weighting 1.0%.

Quarter-by-quarter ownership
Investments & Financial Planning, LLC ownership history of CAPITAL GROUP GROWTH ETF
ValueSharesWeighting
Q3 2023$2,986,140
+11.3%
121,883
+14.6%
2.66%
+14.5%
Q2 2023$2,683,600
+41.8%
106,365
+26.2%
2.32%
+33.8%
Q1 2023$1,892,849
+72.8%
84,276
+53.4%
1.74%
+61.9%
Q4 2022$1,095,412
+352.6%
54,935
+352.5%
1.07%
+330.9%
Q2 2022$242,00012,1390.25%
Other shareholders
CAPITAL GROUP GROWTH ETF shareholders Q1 2023
NameSharesValueWeighting ↓
New England Capital Financial Advisors LLC 1,775,414$44,793,68729.55%
BARNES PETTEY FINANCIAL ADVISORS, LLC 695,049$17,536,08615.16%
Summit Investment Advisory Services, LLC 758,081$19,126,38412.65%
ADAMSBROWN WEALTH CONSULTANTS LLC 888,430$22,415,09911.84%
Ergawealth Advisors, Inc. 575,288$14,514,5179.95%
Main Line Retirement Advisors, LLC 383,442$9,674,2359.10%
Financial Council, LLC 394,213$9,945,9867.59%
&PARTNERS 421,356$10,630,8144.76%
Prism Advisors, Inc. 488,973$12,336,7894.15%
Ballew Advisors, Inc 211,892$5,399,0083.90%
View complete list of CAPITAL GROUP GROWTH ETF shareholders