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Capital Group Fixed Income E shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $351k 14k 25.79

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
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View all positions for Concurrent Investment Advisors

Top funds holding Capital Group Fixed Income E

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

View all funds holding Capital Group Fixed Income E