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Capital Group Fixed Income E shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management 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 Sar Wealth Management 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $493k 18k 27.38

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group International SHS (CGIC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management 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
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Commonwealth Equity Services
Mml Investors Services
Advisor Group Holdings
Stifel Financial
Raymond James Financial
Cambridge Investment Research Advisors
Blue Chip Partners
Capital Group Private Client Services

View all funds holding Capital Group Fixed Income E