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Capital Group Equity Etf Tr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 142k 28.84
2025-09-30 $1.7M 61k 28.39
2025-06-30 $339k 13k 26.88

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

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