AMECX — American Funds Income Fund of

Ownership history in 55I, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in American Funds Income Fund of (AMECX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2021 Q3)
Avg. % of fund
0.01%
First filed
2021 Q3
Last filed
2022 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 ADDED 11,369 +1,522 +15.5% 0.01% $263K $15.93
2021 Q3 INITIATED 9,847 — — 0.01% $250K $15.79
% of Fund (quarterly)    AMECX price (monthly, adj. close)

Other funds also holding AMECX

As of 2025 Q4 — sorted by position size

Westside Investment Management, Inc. 3Y 7Y 0.14% Motiv8 Investments LLC 0.06% Coston, McIsaac & Partners 3Y 0.05% Oakworth Capital, Inc. 3Y 7Y 0.0% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.0%
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