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Capital Group Core Plus Inco shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning 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 Investment Planning 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 569k 22.22

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding Capital Group Core Plus Inco

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

View all funds holding Capital Group Core Plus Inco