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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FinDec Wealth Services, Inc. | 542,319 | $12,082,876 | 9.98% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 539,582 | $12,021,878 | 7.30% |
| WNY Asset Management, LLC | 1,039,346 | $23,156,629 | 6.26% |
| Souders Financial Advisors | 958,525 | $21,355,944 | 4.88% |
| Johnson Bixby & Associates, LLC | 892,822 | $19,892,069 | 4.63% |
| Midwest Heritage Bank, FSB | 132,601 | $2,954,350 | 2.86% |
| Landmark Wealth Management, LLC | 175,135 | $3,902 | 2.82% |
| New England Capital Financial Advisors LLC | 143,673 | $3,292,989 | 2.33% |
| Breakwater Capital Group | 140,159 | $3,122,743 | 1.63% |
| Fortress Wealth Management, Inc. | 78,647 | $1,752,255 | 1.46% |