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Capital Group Core Plus Inco shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 601k 22.46
2023-12-31 $8.8M 388k 22.70

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

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