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Capital Group Fixed Income E shares owned by Fiscal Wisdom Wealth Management

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by Fiscal Wisdom Wealth Management from 13F filings

Historical chart of Fiscal Wisdom Wealth Management 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 Fiscal Wisdom Wealth Management 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 Fiscal Wisdom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 40k 25.73

More positions owned by Fiscal Wisdom Wealth Management

Gold Resource Corporation (GORO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str P500etf (SPYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dakota Gold Corp (DC)
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Purecycle Technologies (PCT)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Trust For Professional Man Convergence Lng (CLSE)

View all positions for Fiscal Wisdom Wealth Management

Top funds holding Capital Group Fixed Income E

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

View all funds holding Capital Group Fixed Income E