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AMECX

American Funds The Income Fund of America Class A
1W: -1.7% 1M: -4.8% 3M: -2.8% YTD: +2.3% 1Y: -2.5% 3Y: +35.3% 5Y: +31.8%
$26.92
+0.06 (+0.22%)
 
Weekly Expected Move ±0.7%
$26 $27 $27 $27 $27
ETF NASDAQ · AUM $140.0B

Institutional Ownership — AMECX

6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
2
New Positions
0
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (8 total)

# Holder Shares Value Change Change % Holding Period Filing
1 DIVERSIFIED TRUST CO NEW 62,919 2M — +0.0% 1Q SEC ↗
2 Westside Investment Management, Inc. 32,083 864K — +0.0% 4Q SEC ↗
3 Coston, McIsaac & Partners 8,110 218K -101 -1.2% 16Q SEC ↗
4 Financial Gravity Companies, Inc. NEW 5,146 139K — +0.0% 1Q SEC ↗
5 Financial Gravity Asset Management, In 5,146 139K — +0.0% 3Q SEC ↗
6 McMillan Office, Inc. 1,432 39K — +0.0% 3Q SEC ↗
7 OAKWORTH CAPITAL, INC. 0 0K -686 -100.0% 1Q SEC ↗
8 Kohmann Bosshard Financial Services, L 0 0K -162 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
DIVERSIFIED TRUST CO 62,919 2M
Financial Gravity Companies, Inc. 5,146 139K
Sold Out (2)
HolderPrev SharesPrev Value
OAKWORTH CAPITAL, INC. 686 18K
Kohmann Bosshard Financial Services 162 4K
Biggest Increases (0)

None.

Biggest Decreases (1)
HolderReducedChange %Total Shares
Coston, McIsaac & Partners -101 -1.2% 8,110

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms