CarsonAllaria Wealth Management »

Capital Group Core Plus Inco shares owned by CarsonAllaria Wealth Management

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

Historical chart of CarsonAllaria 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 CarsonAllaria Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Plus Inco by CarsonAllaria Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $24k 1.0k 22.69
2023-09-30 $23k 1.0k 21.50
2023-06-30 $23k 1.0k 22.26
2023-03-31 $24k 1.0k 22.79
2022-12-31 $58k 2.6k 22.22
2022-09-30 $324k 15k 21.88

More positions owned by CarsonAllaria Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Pimco Etf Tr Muni Income Opp (MINO)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Core Msci Emkt (IEMG)

View all positions for CarsonAllaria 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