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Capital Grp Fixed Incm Etf T shares owned by Integrated Wealthcare

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

Historical chart of Integrated Wealthcare investment in Capital Grp Fixed Incm Etf T

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All positions including Capital Grp Fixed Incm Etf T held by Integrated Wealthcare 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 Integrated Wealthcare

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 196k 26.34

More positions owned by Integrated Wealthcare

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Integrated Wealthcare

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
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
Integrated Wealthcare

View all funds holding Capital Grp Fixed Incm Etf T