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Capital Grp Fixed Incm Etf T shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 1.1M 26.26
2024-06-30 $1.1M 45k 25.74
2024-03-31 $981k 38k 25.71

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
International Assets Investment Management
Beta Wealth
Mml Investors Services
Advisor Group Holdings
Morgan Stanley
Private Advisor
Cambridge Investment Research Advisors
Royal Bank of Canada
LPL Financial
Commonwealth Equity Services
Janney Montgomery Scott
Envestnet Portfolio Solutions
Orion Portfolio Solutions

View all funds holding Capital Grp Fixed Incm Etf T