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Capital Group Core Plus Inco shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 57k 22.69
2023-09-30 $1.7M 80k 21.50
2023-06-30 $1.5M 67k 22.26
2023-03-31 $450k 20k 22.79

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

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
Janney Montgomery Scott
Jane Street
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