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

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 13k 25.29
2025-03-31 $2.0M 82k 25.06

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Vestmark Advisory Solutions
Mml Investors Services
Assetmark
Royal Bank of Canada
Janney Montgomery Scott
Advisor Group Holdings
CLS Investments
Confluence Wealth Services
Commonwealth Equity Services
Branch Banking & Trust Company
Raymond James Financial

View all funds holding Capital Grp Fixed Incm Etf T