Steward Partners Investment Advisory »

Capital Grp Fixed Incm Etf T shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGHM) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Grp Fixed Incm Etf T by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.1M 359k 25.48
2025-09-30 $8.3M 327k 25.29
2025-06-30 $1.0M 41k 24.64
2025-03-31 $614k 25k 25.06

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Steward Partners Investment Advisory

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