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Integrated Wealth Concepts »

Capital Grp Fixed Incm Etf T shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Capital Grp Fixed Incm Etf T

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$760k	30k	25.79
2024-09-30	$393k	15k	26.95
2024-06-30	$213k	8.3k	25.82

More positions owned by Integrated Wealth Concepts

Apple Common Stock (AAPL)

Bny Mellon MF Closed and MF Open (BKLC)

Ishares Core MF Closed and MF Open (IVV)

Aptus Collared Income Opportunity ETF MF Closed and MF Open (ACIO)

Ishares Msci MF Closed and MF Open (QUAL)

Nvidia Corp Common Stock (NVDA)

Microsoft Corp Common Stock (MSFT)

Aptus Defined Risk MF Closed and MF Open (DRSK)

SPDR S&P MF Closed and MF Open (SPY)

Invesco Qqq MF Closed and MF Open (QQQ)

Spdr Portfolio MF Closed and MF Open (SPLG)

Dimensional Us MF Closed and MF Open (DFAC)

Amazon Common Stock (AMZN)

Goldman Sachs MF Closed and MF Open (GSEW)

Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Capital Grp Fixed Incm Etf T

Advance Capital Management

Capital Research and Management Company - Division 3

Envestnet Asset Management

Northwestern Mutual Wealth Management Company

Stifel Financial

Royal Bank of Canada

Cambridge Investment Research Advisors

American Financial Advisors

Cetera Investment Advisers

ValMark Advisers

Advisor Group Holdings

Private Advisor

Raymond James Financial

View all funds holding Capital Grp Fixed Incm Etf T

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