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Capital Grp Fixed Incm Etf T shares owned by Atria Investments

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Capital Grp Fixed Incm Etf T

Tip: Access up to 7 years of quarterly data

All positions including Capital Grp Fixed Incm Etf T held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Atria Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $684k 26k 26.39

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Broadcom (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Atria Investments

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Northwestern Mutual Wealth Management Company
Morgan Stanley
Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Cetera Investment Advisers
Jones Financial Companies, L.L
Wells Fargo & Company
Captrust Financial Advisors
Advisor Group Holdings
Mml Investors Services
Royal Bank of Canada
Commonwealth Equity Services
Branch Banking & Trust Company

View all funds holding Capital Grp Fixed Incm Etf T