CUSIP 453320822
AMERICAN FUNDS INCOME FUND OF AMER F2
12 institutions · $6.3M total · 243,466 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 164,141 | $4.3M | 67.41% | 2025-12-31 |
| 2 | ORG Partners LLC | 29,920 | $719.3K | 12.28% | 2024-06-30 |
| 3 | ENCOMPASS WEALTH ADVISORS, LLC | 23,087 | $598.6K | 9.48% | 2024-09-30 |
| 4 | ORG Wealth Partners, LLC | 16,768 | $426.3K | 6.88% | 2025-03-31 |
| 5 | TUCKER ASSET MANAGEMENT LLC | 3,054 | $74.5K | 1.25% | 2024-12-31 |
| 6 | Strategic Investment Solutions, Inc. /IL | 2,381 | $55.3K | 0.97% | 2023-12-31 |
| 7 | VIMA LLC | 1,964 | $44.4K | 0.80% | 2024-03-31 |
| 8 | Transce3nd, LLC | 1,390 | $37.7K | 0.57% | 2025-12-31 |
| 9 | Garton & Associates Financial Advisors LLC | 433 | $11.3K | 0.17% | 2025-12-31 |
| 10 | Financial Gravity Companies, Inc. | 135 | $3.6K | 0.05% | 2025-06-30 |
| 11 | Financial Gravity Asset Management, Inc. | 134 | $3.4K | 0.05% | 2025-03-31 |
| 12 | ADIRONDACK TRUST CO | 59 | $1.6K | 0.02% | 2025-06-30 |