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Capital Group Equity Etf Tr shares owned by Essex Financial Services

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

Historical chart of Essex Financial Services 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 Essex 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 Essex Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 69k 28.39
2025-06-30 $627k 23k 26.88
2025-03-31 $241k 10k 23.89

More positions owned by Essex Financial Services

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Essex 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