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Capital Group Fixed Income E shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Capital Group Fixed Income E

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All positions including Capital Group Fixed Income E held by J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 44k 27.29
2025-06-30 $1.1M 42k 26.69
2025-03-31 $928k 35k 26.82

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole 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