Funds Holding AMERICANFUNDSCAPITALINCOMEBLDRA
On this page, we present all of the funds holding AMERICANFUNDSCAPITALINCOMEBLDRA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AMERICANFUNDSCAPITALINCOMEBLDRA, with a link to that fund's top holdings. The next columns indicate the amount of AMERICANFUNDSCAPITALINCOMEBLDRA stock held by each of the funds holding AMERICANFUNDSCAPITALINCOMEBLDRA, followed by the AMERICANFUNDSCAPITALINCOMEBLDRA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 5 funds holding AMERICANFUNDSCAPITALINCOMEBLDRA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Financial Gravity Asset Management Inc.. For more details on the positions held by Financial Gravity Asset Management Inc. (or by any of the other funds holding AMERICANFUNDSCAPITALINCOMEBLDRA), click the fund name in the "Holder" column of the funds-holding-AMERICANFUNDSCAPITALINCOMEBLDRA table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Financial Gravity Asset Management Inc. | $235 | 12/31/2023 | |
LOAD EQUITY FUND | 5,030 | $235 | 12/31/2023 |
Coston McIsaac & Partners | $182 | 03/31/2024 | |
LOAD EQUITY FUND | 2,675 | $182 | 03/31/2024 |
Main Street Group LTD | $59 | 12/31/2023 | |
LOAD EQUITY FUND | 896 | $59 | 12/31/2023 |
Livelsberger Financial Advisory | $20 | 12/31/2023 | |
MPL | 300 | $20 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | $10 | 12/31/2023 | |
LOAD EQUITY FUND | 157 | $10 | 12/31/2023 |
Game Plan Financial Advisors LLC | 25 | $2 | 03/31/2024 |
MPL | 25 | $2 | 03/31/2024 |