Capital Grp Fixed Incm Etf T shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Capital Grp Fixed Incm Etf T
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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $630k | 24k | 26.37 |
| 2025-06-30 | $287k | 11k | 26.08 |
| 2025-03-31 | $316k | 12k | 25.90 |
| 2024-12-31 | $306k | 12k | 26.00 |
| 2024-09-30 | $283k | 11k | 26.26 |
| 2024-06-30 | $260k | 10k | 25.75 |