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Capital Grp Fixed Incm Etf T shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $33M 1.3M 26.36
2025-06-30 $25M 973k 26.08
2025-03-31 $21M 801k 26.01
2024-12-31 $16M 627k 25.97
2024-09-30 $2.8M 106k 26.26

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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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