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Capital Group Fixed Income E shares owned by Leverty Financial Group

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

Historical chart of Leverty Financial 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 Leverty Financial 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 Leverty Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 50k 27.29
2025-06-30 $577k 22k 26.69
2025-03-31 $4.4M 163k 26.82

More positions owned by Leverty Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
3M Company (MMM)
Ishares Tr Core S&p Scp Etf (IJR)
Ecolab (ECL)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

View all positions for Leverty Financial Group

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