Confluence Wealth Services, Inc. - CAPITAL GROUP GROWTH ETF ownership

CAPITAL GROUP GROWTH ETF's ticker is and the CUSIP is 14020G101. A total of 195 filers reported holding CAPITAL GROUP GROWTH ETF in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Confluence Wealth Services, Inc. ownership history of CAPITAL GROUP GROWTH ETF
ValueSharesWeighting
Q3 2023$6,742,027
+12.0%
275,185
+15.3%
1.33%
+4.2%
Q2 2023$6,020,286
+23.1%
238,616
+9.6%
1.28%
+11.8%
Q1 2023$4,890,871
+34.1%
217,759
+19.0%
1.14%
+20.4%
Q4 2022$3,648,266
+178.3%
182,962
+172.3%
0.95%
+70.8%
Q3 2022$1,311,000
-1.5%
67,189
+14.6%
0.56%
-5.1%
Q2 2022$1,331,000
+254.0%
58,606
+307.5%
0.58%
+330.1%
Q1 2022$376,00014,3810.14%
Other shareholders
CAPITAL GROUP GROWTH ETF shareholders Q3 2023
NameSharesValueWeighting ↓
New England Capital Financial Advisors LLC 1,636,594$40,096,55227.63%
Financial Security Advisor, Inc. 1,966,444$48,177,88422.15%
BARNES PETTEY FINANCIAL ADVISORS, LLC 710,720$17,412,64015.98%
Summit Investment Advisory Services, LLC 793,826$19,448,81714.42%
Ergawealth Advisors, Inc. 587,289$14,388,5889.93%
ADAMSBROWN WEALTH CONSULTANTS LLC 774,404$18,972,8989.34%
Financial Council, LLC 381,951$9,357,7927.44%
&PARTNERS 417,388$10,218,1194.77%
Ballew Advisors, Inc 214,817$5,224,3534.30%
Capital Group Private Client Services, Inc. 11,516,574$282,156,0953.44%
View complete list of CAPITAL GROUP GROWTH ETF shareholders