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Capital Group Fixed Income E shares owned by Carson Advisory

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

Historical chart of Carson Advisory 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 Carson Advisory 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 Carson Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $353k 13k 27.29
2025-06-30 $206k 7.7k 26.69
2025-03-31 $203k 7.6k 26.82
2024-09-30 $203k 7.4k 27.46

More positions owned by Carson Advisory

Home Depot (HD)
Capital Group Conservative E SHS (CGCV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
T Rowe Price Etf Cap Appreciation (TCAF)
Southern Company (SO)
Apple (AAPL)
Dominion Resources (D)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Edison International (EIX)
International Business Machines (IBM)
AES Corporation (AES)
Microsoft Corporation (MSFT)
Duke Energy Corp Com New (DUK)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Carson Advisory

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