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Capital Group Core Plus Inco shares owned by Financeware

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

Historical chart of Financeware 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 Financeware 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 Financeware

Quarter filed Position value Share count Share price at filing
2024-09-30 $636k 28k 23.12
2024-06-30 $597k 27k 22.22
2024-03-31 $538k 24k 22.46
2023-12-31 $500k 22k 22.70

More positions owned by Financeware

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Sprott Physical Silver Tr Tr Unit (PSLV)
Sprott Physical Gold Tr Unit (PHYS)
RBB Us Treasr 10 Yr (UTEN)
Invesco SHS (IVZ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Financeware

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