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Capital Group Fixed Income E shares owned by Advisortrust Partners

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

Historical chart of Advisortrust 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 Advisortrust 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 Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $366k 14k 26.01

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr U.s. Finls Etf (IYF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Consum Discre (IYC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
PNC Financial Services (PNC)
Target Corporation (TGT)
Medtronic SHS (MDT)
Merck & Co (MRK)

View all positions for Advisortrust Partners

Top funds holding Capital Group Fixed Income E

LPL Financial
Capital Group Private Client Services
Cetera Investment Advisers
Commonwealth Equity Services
Merit Financial Group
Wells Fargo & Company
Wood Tarver Financial Group
Jones Financial Companies, L.L
UBS Group
Raymond James Financial
Advisor Group Holdings
Envestnet Asset Management
Royal Bank of Canada
Captrust Financial Advisors
WNY Asset Management

View all funds holding Capital Group Fixed Income E