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Capital Grp Fixed Incm Etf T shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $387k 15k 25.48
2025-09-30 $379k 15k 25.29

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Amazon (AMZN)
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J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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