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Capital Group Fixed Income E shares owned by TrueWealth Advisors

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by TrueWealth Advisors from 13F filings

Historical chart of TrueWealth Advisors investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $350k 13k 27.01

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Etf Ser Solutions Aptus Enhanced (JUCY)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for TrueWealth Advisors

Top funds holding Capital Group Fixed Income E

Commonwealth Equity Services
UBS Group
LPL Financial
Stifel Financial
Great Valley Advisor Group
Venturi Wealth Management
Advisor Group Holdings
Pillar Wealth Advisors
Cambridge Investment Research Advisors
Lincoln National
Private Advisor
Capital Planning
Wealth Enhancement Advisory Services
WNY Asset Management
Koshinski Asset Management

View all funds holding Capital Group Fixed Income E