TrueWealth Advisors »

Capital Group Core Plus Inco shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $945k 41k 23.12
2024-06-30 $761k 34k 22.22
2024-03-31 $468k 21k 22.46

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Advisors

Top funds holding Capital Group Core Plus Inco

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

View all funds holding Capital Group Core Plus Inco