BARRETT & COMPANY, INC. - CAPITAL GROUP CORE EQUITY ET ownership

CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 66 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BARRETT & COMPANY, INC. ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q2 2024$32,055
+14.4%
994
+0.4%
0.02%0.0%
Q4 2023$28,028
+12.9%
990
+0.2%
0.02%0.0%
Q3 2023$24,820
-2.0%
988
+0.1%
0.02%0.0%
Q2 2023$25,335
+8.6%
987
+0.2%
0.02%0.0%
Q1 2023$23,325
+77.6%
985
+68.4%
0.02%
+66.7%
Q4 2022$13,1300.0%5850.0%0.01%0.0%
Q3 2022$13,1305850.01%
Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q3 2022
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 800,030$25,800,97213.04%
AFS Financial Group, LLC 20,925$674,8319.04%
Burford Brothers, Inc. 252,094$8,130,0174.73%
FinDec Wealth Services, Inc. 227,267$7,329,3684.63%
Investment Planning Advisors, Inc. 246,626$7,953,6984.06%
Vantage Financial Partners Ltd., Inc. 455,246$14,681,6843.65%
BARNES PETTEY FINANCIAL ADVISORS, LLC 101,972$3,288,5972.83%
Bridgewealth Advisory Group, LLC 194,820$6,282,9452.78%
AA Financial Advisors, LLC 192,132$6,196,2412.18%
Olistico Wealth, LLC 68,210$2,199,7751.40%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders