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Capital Group Core Plus Inco shares owned by BlackDiamond Wealth Management

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

Historical chart of BlackDiamond Wealth Management 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 BlackDiamond Wealth Management 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 BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $236k 11k 22.48
2023-06-30 $227k 10k 22.35
2023-03-31 $344k 15k 22.95
2022-12-31 $553k 24k 22.67
2022-06-30 $350k 15k 23.31
2022-03-31 $2.0M 81k 25.26

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Apple (AAPL)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for BlackDiamond Wealth Management

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