CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 117 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,329,368 | -0.6% | 227,267 | -4.0% | 4.63% | -0.2% |
| Q1 2024 | $7,373,578 | +9.1% | 236,636 | -0.9% | 4.64% | +2.7% |
| Q4 2023 | $6,755,500 | +43.6% | 238,710 | +27.4% | 4.51% | +32.8% |
| Q3 2023 | $4,704,621 | -0.9% | 187,360 | +1.3% | 3.40% | +2.3% |
| Q2 2023 | $4,749,139 | +7.6% | 184,935 | -0.7% | 3.32% | -0.4% |
| Q1 2023 | $4,411,792 | +6.4% | 186,230 | +0.8% | 3.34% | -2.6% |
| Q4 2022 | $4,147,964 | – | 184,682 | – | 3.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 800,030 | $25,800,972 | 13.04% |
| AFS Financial Group, LLC | 20,925 | $674,831 | 9.04% |
| Burford Brothers, Inc. | 252,094 | $8,130,017 | 4.73% |
| FinDec Wealth Services, Inc. | 227,267 | $7,329,368 | 4.63% |
| Investment Planning Advisors, Inc. | 246,626 | $7,953,698 | 4.06% |
| Vantage Financial Partners Ltd., Inc. | 455,246 | $14,681,684 | 3.65% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 101,972 | $3,288,597 | 2.83% |
| Bridgewealth Advisory Group, LLC | 194,820 | $6,282,945 | 2.78% |
| AA Financial Advisors, LLC | 192,132 | $6,196,241 | 2.18% |
| Olistico Wealth, LLC | 68,210 | $2,199,775 | 1.40% |