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Capital Group Core Plus Inco shares owned by Compass Financial

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.3M 316k 23.12
2024-06-30 $7.0M 313k 22.40
2024-03-31 $7.0M 312k 22.46
2023-12-31 $7.1M 313k 22.70

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Small-Cap ETF (VB)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Total Stock Market ETF (VTI)
Franklin Templeton Etf Tr ftse japan etf (FLJP)
Innovator Etfs Tr russell 2000 p (KOCT)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Capital Group Core Plus Inco (CGCP)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Europe Pacific ETF (VEA)

View all positions for Compass Financial

Top funds holding Capital Group Core Plus Inco

Capital Research and Management Company - Division 3
Wells Fargo & Company
LPL Financial
Johnson Bixby & Associates
Envestnet Asset Management
Morgan Stanley
WNY Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James & Associates
Souders Financial Advisors
Mml Investors Services
Janney Montgomery Scott
Royal Bank of Canada

View all funds holding Capital Group Core Plus Inco