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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
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)
Janus Detroit Str Tr (JAAA)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Small-Cap ETF (VB)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Capital Group Core Plus Inco (CGCP)
J P Morgan Exchange Traded F ultra shrt (JPST)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)

View all positions for Compass Financial

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
Jane Street
Janney Montgomery Scott
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