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Capital Grp Fixed Incm Etf T shares owned by Opal Wealth Advisors

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

Historical chart of Opal Wealth Advisors 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 Opal Wealth Advisors 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $51k 2.1k 24.63
2025-03-31 $26k 1.0k 25.06

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Select Sector Spdr Tr Indl (XLI)
Nuveen Churchill Direct Lend Com Shs (NCDL)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Opal Wealth Advisors

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