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Capital Group Equity Etf Tr shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Capital Group Equity Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Equity Etf Tr held by Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 309k 28.39
2025-06-30 $2.6M 97k 26.88
2025-03-31 $969k 41k 23.89

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

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