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

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

Historical chart of Strata 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 Strata 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.9M 275k 25.29
2025-06-30 $6.8M 276k 24.64
2025-03-31 $464k 19k 25.06
2024-12-31 $228k 9.0k 25.28

More positions owned by Strata Wealth Advisors

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Arista Networks Com Shs (ANET)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Strata 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