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Capital Grp Fixed Incm Etf T shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Capital Grp Fixed Incm Etf T

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All positions including Capital Grp Fixed Incm Etf T held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $883k 33k 26.58
2025-06-30 $484k 18k 26.30
2025-03-31 $221k 8.4k 26.28

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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