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Capital Group Fixed Income E shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGMU) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth 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 U.S. Capital Wealth 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 68k 27.08
2023-09-30 $362k 14k 25.70

More positions owned by U.S. Capital Wealth Advisors

Highpeak Energy (HPK)
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Amazon (AMZN)

View all positions for U.S. Capital Wealth 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