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Capital Grp Fixed Incm Etf T shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 74k 26.26

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Total (IXUS)

View all positions for Orion Portfolio Solutions

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
International Assets Investment Management
Beta Wealth
Mml Investors Services
Advisor Group Holdings
Morgan Stanley
Private Advisor
Cambridge Investment Research Advisors
Royal Bank of Canada
LPL Financial
Commonwealth Equity Services
Janney Montgomery Scott
Envestnet Portfolio Solutions
Orion Portfolio Solutions

View all funds holding Capital Grp Fixed Incm Etf T