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Capital Group Core Plus Inco shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 330k 23.12
2024-06-30 $6.8M 308k 22.22
2024-03-31 $4.4M 194k 22.46

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

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