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Capital Group Equity Etf Tr shares owned by AI Financial Services

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by AI Financial Services from 13F filings

Historical chart of AI Financial Services investment in Capital Group Equity Etf Tr

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All positions including Capital Group Equity Etf Tr held by AI Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Equity Etf Tr by AI Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 63k 28.31
2025-06-30 $1.4M 53k 26.88
2025-03-31 $1.3M 55k 23.89

More positions owned by AI Financial Services

Ishares Tr Russell 2000 Etf (IWM)
Touchstone Etf Trust Touchstone Sands (TSEL)
2023 Etf Series Trust Brandes Us Value (BUSA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Virtus Etf Tr Ii Alphasimplex Mng (ASMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for AI Financial Services

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
Merit Financial Group
Captrust Financial Advisors
Cetera Investment Advisers
Advisor Group Holdings
Commonwealth Equity Services
Mml Investors Services
Stifel Financial
Goss Wealth Management
Assetmark
Main Line Retirement Advisors
Sei Investments
Stephens
Strategic Blueprint

View all funds holding Capital Group Equity Etf Tr