Core Wealth Partners LLC - CAPITAL GROUP CORE PLUS INCO ownership

CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 186 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Core Wealth Partners LLC ownership history of CAPITAL GROUP CORE PLUS INCO
ValueSharesWeighting
Q2 2024$1,073,672
+142.7%
48,319
+145.3%
0.73%
+119.8%
Q1 2024$442,46219,7000.33%
Other shareholders
CAPITAL GROUP CORE PLUS INCO shareholders Q2 2024
NameSharesValueWeighting ↓
Main Line Retirement Advisors, LLC 818,218$18,180,79513.91%
Johnson Bixby & Associates, LLC 3,676,402$81,689,64313.68%
FinDec Wealth Services, Inc. 814,396$18,095,88311.42%
Clearview Wealth Advisors LLC 445,429$9,897,4368.64%
ADAMSBROWN WEALTH CONSULTANTS LLC 998,191$22,179,8008.63%
Midwest Heritage Bank, FSB 716,640$15,923,7308.05%
WNY Asset Management, LLC 2,730,010$60,660,8328.03%
Investment Planning Advisors, Inc. 568,531$12,632,7596.45%
Ruggaard & Associates LLC 624,878$13,884,7886.42%
IAM Advisory, LLC 1,062,675$23,612,6466.40%
View complete list of CAPITAL GROUP CORE PLUS INCO shareholders