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Capital Grp Fixed Incm Etf T shares owned by Davenport & Co

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

Historical chart of Davenport & Co investment in Capital Grp Fixed Incm Etf T

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All positions including Capital Grp Fixed Incm Etf T held by Davenport & Co 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 Davenport & Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $441k 17k 26.28

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Top funds holding Capital Grp Fixed Incm Etf T

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

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