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Capital Group Core Plus Inco shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 130k 22.72

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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
Johnson Bixby & Associates
Cetera Investment Advisers
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
WNY Asset Management
Janney Montgomery Scott
Wiley Bros.-aintree Capital
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding Capital Group Core Plus Inco