Burton Enright Welch »

Capital Grp Fixed Incm Etf T shares owned by Burton Enright Welch

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

Historical chart of Burton Enright Welch 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 Burton Enright Welch 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 Burton Enright Welch

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 43k 26.34

More positions owned by Burton Enright Welch

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Chevron Corporation (CVX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Burton Enright Welch

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
Branch Banking & Trust Company
Mml Investors Services
Jones Financial Companies, L.L
Raymond James Financial
Commonwealth Equity Services
Cambridge Investment Research Advisors
Vestmark Advisory Solutions

View all funds holding Capital Grp Fixed Incm Etf T