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Capital Group Core Plus Inco shares owned by IAM Advisory

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

Historical chart of IAM Advisory 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 IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $23M 1.0M 22.46
2023-12-31 $13M 578k 22.70
2023-09-30 $12M 571k 21.50
2023-06-30 $13M 562k 22.26
2023-03-31 $13M 552k 22.79

More positions owned by IAM Advisory

Proshares Tr S&p 500 Dv Arist (NOBL)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Quality Grow (QGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pacer Fds Tr Developed Mrkt (ICOW)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vaneck Etf Trust Semiconductr Etf (SMH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Eli Lilly & Co. (LLY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)

View all positions for IAM Advisory

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