CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 74 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $805,342 | +2.7% | 36,244 | +3.8% | 0.33% | -17.3% |
| Q1 2024 | $784,382 | +94.1% | 34,923 | +96.1% | 0.40% | +78.9% |
| Q4 2023 | $404,107 | +3.4% | 17,806 | -2.1% | 0.22% | +1.4% |
| Q3 2023 | $390,999 | +2.9% | 18,186 | +6.5% | 0.22% | +4.3% |
| Q2 2023 | $380,000 | -2.3% | 17,071 | 0.0% | 0.21% | -10.6% |
| Q1 2023 | $389,048 | +4.1% | 17,071 | +1.8% | 0.24% | +1.3% |
| Q4 2022 | $373,747 | +4.1% | 16,775 | +2.2% | 0.23% | -4.1% |
| Q3 2022 | $359,062 | -6.0% | 16,418 | 0.0% | 0.24% | -2.4% |
| Q2 2022 | $381,883 | – | 16,418 | – | 0.25% | – |
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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% |