Who owns CAPITAL GRP FIXED INCM ETF T?
- Ticker: CGSM
- CUSIP Number: 14020y607
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Analyze quarterly positions in Capital Grp Fixed Incm Etf T with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold CAPITAL GRP FIXED INCM ETF T this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Capital Research and Management Company - Division 3 | 12M | $316M | 1408% | Sep 2024 |
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Envestnet Asset Management | 1.1M | $28M | 2310% | Sep 2024 |
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International Assets Investment Management | 311k | $12M | 100% | Sep 2024 |
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Beta Wealth | 231k | $6.1M | 23% | Sep 2024 |
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Mml Investors Services | 194k | $5.1M | 100% | Sep 2024 |
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Advisor Group Holdings | 162k | $4.2M | 299% | Sep 2024 |
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Morgan Stanley | 146k | $4.8M | 417% | Jun 2024 |
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Private Advisor | 124k | $3.2M | 169% | Sep 2024 |
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Cambridge Investment Research Advisors | 115k | $3.0M | 100% | Sep 2024 |
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Royal Bank of Canada | 113k | $3.0M | 889% | Sep 2024 |
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LPL Financial | 106k | $2.8M | 100% | Sep 2024 |
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Commonwealth Equity Services | 92k | $2.4M | 33% | Sep 2024 |
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Janney Montgomery Scott | 83k | $2.2M | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 82k | $2.1M | 100% | Sep 2024 |
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Orion Portfolio Solutions | 74k | $1.9M | 100% | Sep 2024 |
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Jane Street | 71k | $1.9M | 226% | Sep 2024 |
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Royal Harbor Partners | 68k | $1.8M | 7% | Sep 2024 |
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Assetmark | 64k | $1.7M | 100% | Sep 2024 |
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Principal Securities | 51k | $1.3M | 100% | Sep 2024 |
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Wealth Enhancement Advisory Services | 50k | $1.3M | 100% | Jun 2024 |
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Smith Thornton Advisors | 49k | $1.3M | 404% | Sep 2024 |
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Stephens | 43k | $1.1M | 0% | Sep 2024 |
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EverSource Wealth Advisors | 43k | $1.1M | 18% | Sep 2024 |
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Benjamin Edwards | 31k | $806k | 100% | Sep 2024 |
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Atria Wealth Solutions | 30k | $784k | 100% | Sep 2024 |
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Capital Group Private Client Services | 29k | $772k | 60% | Sep 2024 |
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Confluence Wealth Services | 23k | $598k | 100% | Sep 2024 |
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Proequities | 21k | $550M | 1% | Sep 2024 |
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Kestra Advisory Services | 21k | $540k | -23% | Sep 2024 |
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Keeler & Nadler Financial Planning & Wealth Management | 20k | $534k | 130% | Sep 2024 |
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Simplicity Wealth | 18k | $465k | 100% | Sep 2024 |
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Captrust Financial Advisors | 18k | $463k | 95% | Sep 2024 |
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Wedbush Morgan Securities | 15k | $382k | 100% | Sep 2024 |
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TrueWealth Advisors | 14k | $374k | 25% | Sep 2024 |
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U.S. Capital Wealth Advisors | 14k | $356k | 0% | Sep 2024 |
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Peterson Wealth Advisors | 11k | $283k | 7% | Sep 2024 |
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Tempus Wealth Planning | 10k | $270k | 16% | Sep 2024 |
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Saxony Capital Management | 10k | $268k | 1% | Sep 2024 |
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Good Life Advisors | 10k | $266k | 100% | Sep 2024 |
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Jacobi Capital Management | 8.6k | $223k | 100% | Jun 2024 |
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Continental Investors Services | 8.3k | $219k | 100% | Sep 2024 |
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AdvisorNet Financial | 3.9k | $103k | 1% | Sep 2024 |
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Benjamin F. Edwards & Company | 3.8k | $99k | 19% | Jun 2024 |
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WR Wealth Planners | 2.7k | $70k | 12% | Sep 2024 |
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ICA Group Wealth Management | 2.5k | $63k | 112% | Jun 2024 |
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Cullen Frost Bankers | 1.4k | $38k | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 1.3k | $35k | 100% | Sep 2024 |
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Jones Financial Companies, L.L | 500.00 | $13k | 100% | Sep 2024 |
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Creative Financial Designs | 434.00 | $11k | 0% | Sep 2024 |
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Global Retirement Partners | 382.00 | $10k | 100% | Sep 2024 |
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FTB Advisors | 209.00 | $5.5k | 100% | Sep 2024 |
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Who sold out of Capital Grp Fixed Incm Etf T?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pillar Wealth Advisors | Mar 2024 | 22k | $554k |
Putnam Fl Investment Management | Jun 2024 | 850.00 | $22k |