CAPITAL GROUP CORE PLUS INCO's ticker is and the CUSIP is 14020Y102. A total of 49 filers reported holding CAPITAL GROUP CORE PLUS INCO in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,196,825 | +16.3% | 1,178,975 | +17.5% | 0.88% | +10.8% |
| Q1 2024 | $22,527,197 | +29.6% | 1,002,992 | +30.9% | 0.80% | +10.8% |
| Q4 2023 | $17,386,180 | +18.0% | 766,080 | +11.8% | 0.72% | -2.6% |
| Q3 2023 | $14,737,900 | +1505.2% | 685,484 | +1561.9% | 0.74% | +1542.2% |
| Q2 2023 | $918,134 | +3.7% | 41,246 | +6.2% | 0.04% | -6.2% |
| Q1 2023 | $885,407 | -39.3% | 38,851 | -40.6% | 0.05% | -46.1% |
| Q4 2022 | $1,458,417 | +252.3% | 65,459 | +268.0% | 0.09% | +217.9% |
| Q3 2022 | $414,000 | 0.0% | 17,790 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $414,000 | – | 17,790 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Bixby & Associates, LLC | 2,661,581 | $57,223,982 | 11.93% |
| FinDec Wealth Services, Inc. | 764,073 | $16,427,572 | 11.87% |
| WNY Asset Management, LLC | 2,372,046 | $50,998,984 | 9.94% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 836,926 | $17,993,919 | 8.86% |
| Midwest Heritage Bank, FSB | 461,699 | $9,926,530 | 7.46% |
| Ruggaard & Associates LLC | 562,071 | $12,084,522 | 7.20% |
| Souders Financial Advisors | 1,620,532 | $34,841,435 | 6.69% |
| Fortress Wealth Management, Inc. | 405,493 | $8,718,108 | 5.64% |
| McGlone Suttner Wealth Management, Inc. | 1,043,483 | $22,435,362 | 5.20% |
| Bernardo Wealth Planning LLC | 579,063 | $12,449,850 | 4.92% |