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Capital Group Fixed Income E shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 53k 27.47
2026-03-31 $1.1M 41k 27.15
2025-12-31 $872k 32k 27.38
2025-09-30 $580k 21k 27.29

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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Amazon (AMZN)
Spdr Series Trust St Str P500etf (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Morgan Stanley
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Jones Financial Companies, L.L
Cetera Investment Advisers
UBS Group
Raymond James Financial
Commonwealth Equity Services
Advisor Group Holdings
Mml Investors Services
Bank of America Corporation
Stifel Financial

View all funds holding Capital Group Fixed Income E