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Capital Group Equity Etf Tr shares owned by Summit Investment Advisory Services

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

Historical chart of Summit Investment Advisory Services 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 Summit Investment Advisory Services 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 Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $238k 8.3k 28.84

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPTM)
Fidelity Covington Trust Enhanced Small (FESM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Summit Investment Advisory Services

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
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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