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Capital Group Core Plus Inco shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 440k 22.46
2023-12-31 $6.3M 276k 22.70
2023-09-30 $9.7M 453k 21.50

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

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