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Capital Group Fixed Income E shares owned by New England Capital Financial Advisors

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

Historical chart of New England Capital Financial Advisors 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 New England Capital Financial 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 New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 110k 27.08
2023-09-30 $2.8M 111k 25.70
2023-06-30 $2.8M 107k 26.47
2023-03-31 $2.6M 96k 26.68
2022-12-31 $2.4M 90k 26.83

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for New England Capital Financial Advisors

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