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Capital Group Fixed Income E shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 224k 27.01
2023-12-31 $3.9M 144k 27.08
2023-09-30 $1.7M 67k 25.70
2023-06-30 $301k 11k 26.48

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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