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Capital Group Core Plus Inco shares owned by Affiance Financial

Quarter-by-quarter ownership of Capital Group Core Plus Inco (CGCP) shares owned by Affiance Financial from 13F filings

Historical chart of Affiance Financial investment in Capital Group Core Plus Inco

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Plus Inco held by Affiance Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Plus Inco by Affiance Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 102k 22.46
2023-12-31 $1.5M 65k 22.70
2023-09-30 $792k 37k 21.50
2023-06-30 $577k 26k 22.26
2023-03-31 $262k 12k 22.79
2022-12-31 $27k 1.2k 22.28

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)

View all positions for Affiance Financial

Top funds holding Capital Group Core Plus Inco

Wells Fargo & Company
Johnson Bixby & Associates
UBS Group
LPL Financial
WNY Asset Management
Envestnet Asset Management
Souders Financial Advisors
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Royal Bank of Canada
Janney Montgomery Scott
Stifel Financial
Advisor Group Holdings
McGlone Suttner Wealth Management
IAM Advisory

View all funds holding Capital Group Core Plus Inco