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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
2024-03-31 $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)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Efficient Cor (NTSX)

View all positions for Wealthcare Advisory Partners

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