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Capital Group Fixed Income E shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 185k 27.46
2024-06-30 $4.8M 181k 26.85
2024-03-31 $3.2M 120k 27.01
2023-12-31 $2.2M 82k 27.08
2023-09-30 $862k 34k 25.70

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding Capital Group Fixed Income E

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Commonwealth Equity Services
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Mml Investors Services
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Advisor Group Holdings
Cetera Investment Advisers
Great Valley Advisor Group
Stifel Financial
Venturi Wealth Management
Assetmark

View all funds holding Capital Group Fixed Income E