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Capital Group Fixed Income E shares owned by Conservest Capital Advisors

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

Historical chart of Conservest Capital 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 Conservest Capital 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 Conservest Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 84k 26.01

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr State Street Hea (XLV)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Rus 1000 Etf (IWB)
Select Sector Spdr Tr State Street Con (XLP)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Conservest Capital Advisors

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
UBS Group
Raymond James Financial
Advisor Group Holdings
Envestnet Asset Management
Royal Bank of Canada
WNY Asset Management
Captrust Financial Advisors
Jones Financial Companies, L.L

View all funds holding Capital Group Fixed Income E