CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 56 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $990,327 | +21.9% | 39,326 | +24.7% | 0.08% | +24.2% |
Q2 2023 | $812,439 | +4.1% | 31,535 | -4.1% | 0.06% | +3.3% |
Q1 2023 | $780,220 | +12.3% | 32,897 | +6.3% | 0.06% | +7.1% |
Q4 2022 | $695,002 | +27.3% | 30,944 | +15.5% | 0.06% | +7.7% |
Q3 2022 | $546,000 | -6.3% | 26,793 | +0.1% | 0.05% | +6.1% |
Q2 2022 | $583,000 | +70.0% | 26,779 | +101.0% | 0.05% | +96.0% |
Q1 2022 | $343,000 | – | 13,324 | – | 0.02% | – |
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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% |