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Capital Group Equity Etf Tr shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Capital Group Equity Etf Tr (CGMM) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $462k 16k 28.84
2025-06-30 $215k 8.0k 26.89

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Capital Group Equity Etf Tr

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Merit Financial Group
Captrust Financial Advisors
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