Beacon Financial Advisory »

Capital Group Fixed Income E shares owned by Beacon Financial Advisory

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

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Fixed Income E by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 14k 25.98
2025-06-30 $273k 11k 25.94

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Capital Group Fixed Income E

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

View all funds holding Capital Group Fixed Income E