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Capital Grp Fixed Incm Etf T shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services 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 Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 62k 26.58
2025-06-30 $1.6M 62k 26.30
2025-03-31 $1.5M 58k 26.00

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)

View all positions for Confluence Wealth Services

Top funds holding Capital Grp Fixed Incm Etf T

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

View all funds holding Capital Grp Fixed Incm Etf T