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Capital Group Fixed Income E shares owned by Next Level Wealth Planning

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

Historical chart of Next Level Wealth Planning 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 Next Level Wealth Planning 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 Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 7.4k 27.29

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

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