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Capital Group Equity Etf Tr shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 998k 28.39
2025-06-30 $25M 923k 26.88
2025-03-31 $757k 32k 23.89

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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
Assetmark
Ergawealth Advisors
Commonwealth Equity Services
Mml Investors Services
Stifel Financial
Goss Wealth Management
Main Line Retirement Advisors
Sei Investments
Stephens

View all funds holding Capital Group Equity Etf Tr