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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 (CGHM) 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
2025-12-31 $583k 23k 24.98
2025-09-30 $342k 14k 25.29
2025-06-30 $268k 11k 24.64

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
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
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Cambridge Investment Research Advisors
Vestmark Advisory Solutions
Mml Investors Services
Assetmark
Commonwealth Equity Services
Royal Bank of Canada
Janney Montgomery Scott
Confluence Wealth Services
CLS Investments
Advisor Group Holdings
Aprio Wealth Management

View all funds holding Capital Grp Fixed Incm Etf T