Private Advisor »

Capital Grp Fixed Incm Etf T shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 124k 26.26
2024-06-30 $1.2M 46k 25.74
2024-03-31 $998k 39k 25.71

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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