CUSIP 453320772
AMERICAN FUNDS INCOME FU
11 institutions · $3.7M total · 258,575 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Wall Street Access Asset Management, LLC | 97,889 | $2.6M | 37.85% | 2025-12-31 |
| 2 | Kohmann Bosshard Financial Services, LLC | 18,295 | $477.3K | 7.07% | 2025-12-31 |
| 3 | RiverFront Investment Group, LLC | 11,953 | $291.7K | 4.62% | 2024-12-31 |
| 4 | ORG Partners LLC | 8,482 | $204.0K | 3.28% | 2024-06-30 |
| 5 | Garton & Associates Financial Advisors LLC | 2,482 | $64.8K | 0.95% | 2025-12-31 |
| 6 | Vermillion Wealth Management, Inc. | 1,524 | $41.8K | 0.58% | 2025-09-30 |
| 7 | MFA Wealth Advisors, LLC | 1,262 | $30.4K | 0.48% | 2024-06-30 |
| 8 | ROTHSCHILD INVESTMENT CORP /IL | 114,372 | $2.5K | 44.23% | 2023-12-31 |
| 9 | TUCKER ASSET MANAGEMENT LLC | 7 | $172 | 0.00% | 2024-12-31 |
| 10 | DIVIDEND ASSETS CAPITAL, LLC | 1,822 | $41 | 0.70% | 2023-06-30 |
| 11 | Coston, McIsaac & Partners | 487 | $12 | 0.18% | 2025-12-31 |