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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,993,919 | +8.4% | 836,926 | +12.2% | 8.86% | +1.1% |
| Q2 2023 | $16,600,056 | +19.1% | 745,735 | +21.9% | 8.77% | +9.1% |
| Q1 2023 | $13,939,419 | +16.0% | 611,646 | +13.4% | 8.03% | +10.1% |
| Q4 2022 | $12,021,878 | +1979.9% | 539,582 | +1942.5% | 7.30% | +1558.4% |
| Q3 2022 | $578,000 | – | 26,418 | – | 0.44% | – |
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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% |