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Capital Grp Fixed Incm Etf T shares owned by ICA Group Wealth Management

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

Historical chart of ICA Group Wealth 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 ICA Group Wealth 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 ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $30k 1.2k 25.71
2023-12-31 $21k 800 25.84

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (XMHQ)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Value MF Closed and MF Open (VTV)
Nvidia Corp Common Stock (NVDA)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (BUFR)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)

View all positions for ICA Group Wealth Management

Top funds holding Capital Grp Fixed Incm Etf T

Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Stephens
Advisor Group Holdings
Private Advisor
Envestnet Asset Management
Morgan Stanley
Pillar Wealth Advisors
Jane Street
U.S. Capital Wealth Advisors
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company
Royal Bank of Canada
ICA Group Wealth Management
UBS Group

View all funds holding Capital Grp Fixed Incm Etf T