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Capital Group Core Plus Inco shares owned by Bernardo Wealth Planning

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

Historical chart of Bernardo Wealth Planning 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 Bernardo Wealth Planning 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 Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 688k 22.70
2023-09-30 $12M 579k 21.50
2023-06-30 $11M 504k 22.26

More positions owned by Bernardo Wealth Planning

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)

View all positions for Bernardo Wealth Planning

Top funds holding Capital Group Core Plus Inco

Johnson Bixby & Associates
Advisor Group Holdings
UBS Group
WNY Asset Management
Wells Fargo & Company
Souders Financial Advisors
Commonwealth Equity Services
Janney Montgomery Scott
Jane Street
McGlone Suttner Wealth Management
IAM Advisory
Raymond James & Associates
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Adamsbrown Wealth Consultants

View all funds holding Capital Group Core Plus Inco