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Capital Grp Fixed Incm Etf T shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGCB) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 64k 26.52

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
LPL Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Raymond James Financial
Wells Fargo & Company
Advisor Group Holdings
Johnson Bixby & Associates
Merit Financial Group
Sei Investments
Leverty Financial Group
Royal Bank of Canada
Cambridge Investment Research Advisors
Mml Investors Services

View all funds holding Capital Grp Fixed Incm Etf T