Investment Planning Advisors »

Capital Group Gbl Growth Eqt shares owned by Investment Planning Advisors

Quarter-by-quarter ownership of Capital Group Gbl Growth Eqt (CGGO) shares owned by Investment Planning Advisors from 13F filings

Historical chart of Investment Planning Advisors investment in Capital Group Gbl Growth Eqt

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Gbl Growth Eqt held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Gbl Growth Eqt by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 251k 29.44
2024-06-30 $7.4M 251k 29.44

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding Capital Group Gbl Growth Eqt

Northwestern Mutual Wealth Management Company
Raymond James & Associates
Raymond James Financial Services Advisors
LPL Financial
Morgan Stanley
Commonwealth Equity Services
Envestnet Asset Management
Wells Fargo & Company
Cambridge Investment Research Advisors
Mml Investors Services
Royal Bank of Canada
Cetera Investment Advisers
Jane Street
Wealth Enhancement Advisory Services
Johnson Bixby & Associates

View all funds holding Capital Group Gbl Growth Eqt