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Capital Group Fixed Income E shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE / 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 Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $658k 25k 25.94
2025-03-31 $603k 23k 25.83

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
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Select Sector Spdr Tr Communication (XLC)
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View all positions for Congress Wealth Management LLC / DE /

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