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Capital Group Fixed Income E shares owned by Great Valley Advisor Group

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

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 631k 27.08
2023-09-30 $15M 575k 25.70

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Vanguard Scottsdale Fds Int-term Corp (VCIT)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Quality Grow (QGRO)
Amazon (AMZN)
Wisdomtree Tr Us Largecap Divd (DLN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)

View all positions for Great Valley Advisor Group

Top funds holding Capital Group Fixed Income E

Commonwealth Equity Services
UBS Group
Stifel Financial
Great Valley Advisor Group
Venturi Wealth Management
Advisor Group Holdings
Pillar Wealth Advisors
Cambridge Investment Research Advisors
Private Advisor
Capital Planning
Wealth Enhancement Advisory Services
Lincoln National
WNY Asset Management
Crumly & Associates
Wealthcare Advisory Partners

View all funds holding Capital Group Fixed Income E