Madison Wealth Partners »

Capital Group Core Plus Inco shares owned by Madison Wealth Partners

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

Historical chart of Madison Wealth Partners 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 Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Plus Inco by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $644k 29k 22.46
2023-12-31 $650k 29k 22.70
2023-09-30 $680k 32k 21.50
2023-06-30 $320k 14k 22.26
2023-03-31 $328k 14k 22.79
2022-12-31 $383k 17k 22.28

More positions owned by Madison Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth Partners

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