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Capital Group Fixed Income E shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $486k 19k 26.01
2025-09-30 $360k 14k 25.98
2025-06-30 $335k 13k 25.94

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Activepassive Us (APUE)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Envestnet Portfolio Solutions

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