INCOME FUND OF AMERICA - AMECX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | History | Reduced | 32,083 | 858 | 0.13% | 0.14% | 1 | -560 | -1.72% | Q1 2026 | May 04, 2026 |
| Coston, McIsaac & Partners | History | Added to | 8,211 | 219 | 0.05% | 0.05% | 2 | +13 | 0.16% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 5,146 | 137 | 0.02% | 0.03% | 3 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Motiv8 Investments LLC | History | No change | 4,032 | 105 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | No change | 1,432 | 38 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -686 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q1 2026 | May 01, 2026 |