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

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

Historical chart of Eq 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 Eq 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 Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $30k 1.2k 26.34
2025-06-30 $30k 1.2k 26.08
2025-03-31 $30k 1.2k 26.01

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Capital Group Municipal Income Etf Etf (CGMU)
Ishares Gold Trust Etf (IAU)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Capital Group Short Duration Income Etf Etf (CGSD)

View all positions for Eq 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
Cetera Investment Advisers
Capital Group Private Client Services
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