Gwn Securities »

Capital Grp Fixed Incm Etf T shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $582k 22k 26.37
2025-06-30 $527k 20k 26.09
2025-03-31 $208k 8.0k 26.01

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Ultra Short Dur (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Cardinal Health (CAH)

View all positions for Gwn Securities

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Morgan Stanley
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
Jones Financial Companies, L.L
Raymond James Financial
Commonwealth Equity Services
Vestmark Advisory Solutions
Cambridge Investment Research Advisors

View all funds holding Capital Grp Fixed Incm Etf T