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Capital Group Fixed Income E shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Capital Group Fixed Income E

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Fixed Income E held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Fixed Income E by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 565k 27.29
2025-06-30 $4.2M 157k 26.69

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
LPL Financial
Morgan Stanley
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
Mml Investors Services
Stifel Financial
Cambridge Investment Research Advisors
Blue Chip Partners
Capital Group Private Client Services

View all funds holding Capital Group Fixed Income E