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Capital Grp Fixed Incm Etf T shares owned by Boulder Wealth Advisors

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

Historical chart of Boulder Wealth Advisors 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 Boulder Wealth Advisors 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 Boulder Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 83k 26.34

More positions owned by Boulder Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Capital Group Growth Etf Shs Creation Uni (CGGR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Broadcom (AVGO)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)

View all positions for Boulder Wealth Advisors

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
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
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Commonwealth Equity Services
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Capital Grp Fixed Incm Etf T