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Capital Grp Fixed Incm Etf T shares owned by JHP Wealth Management

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

Historical chart of JHP 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 JHP 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 JHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 46k 26.28
2025-12-31 $1.2M 47k 26.34

More positions owned by JHP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for JHP Wealth Management

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Morgan Stanley
Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Captrust Financial Advisors
Capital Group Private Client Services
Wells Fargo & Company
Branch Banking & Trust Company
Advisor Group Holdings
Jones Financial Companies, L.L
Commonwealth Equity Services
Mml Investors Services
Raymond James Financial

View all funds holding Capital Grp Fixed Incm Etf T