Patriot Financial Group Insurance Agency »

Capital Grp Fixed Incm Etf T shares owned by Patriot Financial Group Insurance Agency

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

Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2026-03-31 $232k 8.8k 26.28

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Patriot Financial Group Insurance Agency

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
Capital Group Private Client Services
Captrust Financial Advisors
Wells Fargo & Company
Jones Financial Companies, L.L
Branch Banking & Trust Company
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
Mml Investors Services

View all funds holding Capital Grp Fixed Incm Etf T