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Capital Group Equity Etf Tr shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth 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 EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $36k 1.3k 28.83
2025-09-30 $36k 1.3k 28.39

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
iShares Gold Trust ETF Etf (IAU)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Apple Stock (AAPL)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Nvidia Corporation Stock (NVDA)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apollo Global Mgmt Stock (APO)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for EverSource Wealth Advisors

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Merit Financial Group
Captrust Financial Advisors
Cetera Investment Advisers
Kestra Advisory Services
Advisor Group Holdings
Assetmark
Sei Investments
Ergawealth Advisors
Commonwealth Equity Services
Mml Investors Services
Stifel Financial
Kestra Investment Management

View all funds holding Capital Group Equity Etf Tr