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Capital Group Equity Etf Tr shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment investment in Capital Group Equity Etf Tr

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All positions including Capital Group Equity Etf Tr held by Rothschild Investment 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 Rothschild Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $897k 32k 28.39
2025-06-30 $744k 28k 26.88

More positions owned by Rothschild Investment

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Blackstone Stock (BX)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Rafi Us 1000 Etf Etf (PRF)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Oracle Corp Stock (ORCL)
Chevron Corp Stock (CVX)
Costco Whsl Corp Stock (COST)

View all positions for Rothschild Investment

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