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Capital Group Fixed Income E shares owned by Souders Financial Advisors

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

Historical chart of Souders 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 Souders 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 Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 37k 27.08
2023-09-30 $683k 27k 25.70
2023-06-30 $307k 12k 26.48

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Procter & Gamble Company (PG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Apple (AAPL)
Schwab Strategic Tr Internl Divid (SCHY)
Microsoft Corporation (MSFT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Souders 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
Lincoln National
Private Advisor
Capital Planning
Wealth Enhancement Advisory Services
WNY Asset Management
Crumly & Associates
Wealthcare Advisory Partners

View all funds holding Capital Group Fixed Income E