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Capital Group Equity Etf Tr shares owned by National Wealth Management Group

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

Historical chart of National Wealth Management 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 National Wealth Management 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 National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $535k 19k 28.39

More positions owned by National Wealth Management Group

T Rowe Price Etf Cap Appreciation (TCAF)
T Rowe Price Etf Price Blue Chip (TCHP)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for National Wealth Management Group

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
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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