INVESTMENT ADVISORY SERVICES INC /TX /ADV - CAPITAL GROUP CORE EQUITY ET ownership

CAPITAL GROUP CORE EQUITY ET's ticker is and the CUSIP is 14020V108. A total of 147 filers reported holding CAPITAL GROUP CORE EQUITY ET in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
INVESTMENT ADVISORY SERVICES INC /TX /ADV ownership history of CAPITAL GROUP CORE EQUITY ET
ValueSharesWeighting
Q2 2024$1,119,649
+39.5%
34,718
+34.8%
0.41%
+39.0%
Q1 2024$802,687
+18.2%
25,760
+7.4%
0.30%
+10.1%
Q4 2023$678,912
+86.8%
23,990
+65.7%
0.27%
+71.8%
Q3 2023$363,50314,4760.16%
Other shareholders
CAPITAL GROUP CORE EQUITY ET shareholders Q3 2023
NameSharesValueWeighting ↓
Midwest Heritage Bank, FSB 52,966$1,079,0001.13%
Souders Financial Advisors 168,225$3,428,0000.93%
&PARTNERS 74,314$1,530,0000.88%
Strategic Blueprint, LLC 279,585$5,698,0000.68%
Procyon Advisors, LLC 121,740$2,481,0000.61%
Capital Group Private Client Services, Inc. 1,077,506$21,960,0000.31%
Capital International, Inc./CA/ 616,857$12,572,0000.28%
Cedar Brook Financial Partners, LLC 36,251$738,7870.24%
Confluence Wealth Services, Inc. 24,160$492,0000.21%
SILVERLAKE WEALTH MANAGEMENT LLC 13,256$270,1570.18%
View complete list of CAPITAL GROUP CORE EQUITY ET shareholders