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Capital Group Core Plus Inco shares owned by Change Path

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

Historical chart of Change Path 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 Change Path 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 Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $561k 25k 22.69
2023-09-30 $605k 28k 21.50
2023-06-30 $507k 23k 22.25
2023-03-31 $519k 23k 22.78

More positions owned by Change Path

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

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