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Capital Grp Fixed Incm Etf T shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $715k 27k 26.08
2025-03-31 $1.2M 46k 26.07
2024-12-31 $1.0M 39k 25.97
2024-09-30 $784k 30k 26.26

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Morgan Stanley
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Capital Group Private Client Services
Cetera Investment Advisers
Wells Fargo & Company
Advisor Group Holdings
Mml Investors Services
Jones Financial Companies, L.L
Raymond James Financial
Commonwealth Equity Services
Vestmark Advisory Solutions
Cambridge Investment Research Advisors

View all funds holding Capital Grp Fixed Incm Etf T