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Capital Group Equity Etf Tr shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.8M 230k 29.36

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Wisdomtree Tr Us Largecap Divd (DLN)
American Centy Etf Tr Us Quality Grow (QGRO)
Apple (AAPL)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
World Gold Tr Spdr Gld Minis (GLDM)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Amazon (AMZN)
Victory Portfolios Ii Shares Free Cash (VFLO)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)

View all positions for Great Valley Advisor Group

Top funds holding Capital Group Equity Etf Tr

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

View all funds holding Capital Group Equity Etf Tr