Roehl & Yi Investment Advisors »

Capital Group Core Plus Inco shares owned by Roehl & Yi Investment Advisors

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

Historical chart of Roehl & Yi Investment 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 Roehl & Yi Investment Advisors 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.8M 79k 22.29

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Gold Tr Ishares New (IAU)
Flexshares Tr Mornstar Upstr (GUNR)
Western Digital (WDC)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Capital Group International SHS (CGIE)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Capital Group Core Plus Inco

Capital Research and Management Company - Division 3
LPL Financial
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Janney Montgomery Scott
Wiley Bros.-aintree Capital
Royal Bank of Canada
Jones Financial Companies, L.L
Advisor Group Holdings
WNY Asset Management

View all funds holding Capital Group Core Plus Inco