CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 145 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,731,130 | +74.8% | 148,338 | +78.9% | 0.05% | +79.3% |
| Q2 2023 | $2,134,802 | +17.8% | 82,897 | +8.7% | 0.03% | +7.4% |
| Q1 2023 | $1,811,888 | +134.5% | 76,260 | +121.8% | 0.03% | +125.0% |
| Q4 2022 | $772,805 | +47.4% | 34,388 | +33.7% | 0.01% | +33.3% |
| Q3 2022 | $524,153 | +159.5% | 25,719 | +176.3% | 0.01% | +125.0% |
| Q2 2022 | $202,000 | -58.8% | 9,308 | -51.1% | 0.00% | -50.0% |
| Q1 2022 | $490,000 | – | 19,024 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Midwest Heritage Bank, FSB | 604,779 | $15,186,000 | 11.41% |
| Summit Investment Advisory Services, LLC | 585,180 | $14,693,871 | 10.89% |
| FinDec Wealth Services, Inc. | 187,360 | $4,704,621 | 3.40% |
| Souders Financial Advisors | 668,964 | $16,797,687 | 3.22% |
| &PARTNERS | 221,941 | $5,578,992 | 2.60% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 100,770 | $2,530,335 | 2.32% |
| Vantage Financial Partners Ltd., Inc. | 156,804 | $3,937,348 | 2.26% |
| G&S Capital LLC | 122,081 | $3,065,454 | 1.56% |
| Olistico Wealth, LLC | 68,200 | $1,712,502 | 1.53% |
| Prosperity Financial Group, Inc. | 66,008 | $1,657,461 | 1.37% |