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Capital Group Fixed Income E shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Capital Group Fixed Income E (CGSD) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 61k 25.40
2023-12-31 $1.7M 68k 25.45
2023-09-30 $2.0M 79k 25.04
2023-06-30 $3.1M 123k 25.11
2023-03-31 $3.4M 134k 25.52

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)

View all positions for H D Vest Advisory Services

Top funds holding Capital Group Fixed Income E

McIlrath & Eck
Commonwealth Equity Services
LPL Financial
Advisor Group Holdings
WNY Asset Management
Lincoln National
Bridgewealth Advisory Group
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Souders Financial Advisors
New England Capital Financial Advisors
Jane Street
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company

View all funds holding Capital Group Fixed Income E