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Capital Group Fixed Income E shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services 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 Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $415k 15k 27.46
2024-06-30 $286k 11k 26.85
2024-03-31 $221k 8.2k 27.01

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View all positions for Kestra Private Wealth Services

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Mml Investors Services
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Advisor Group Holdings
Cetera Investment Advisers
Great Valley Advisor Group
Stifel Financial
Venturi Wealth Management
Assetmark

View all funds holding Capital Group Fixed Income E