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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

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

Quarter filed Position value Share count Share price at filing
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)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding Capital Grp Fixed Incm Etf T

Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Stephens
Advisor Group Holdings
Private Advisor
Envestnet Asset Management
Morgan Stanley
Pillar Wealth Advisors
Jane Street
U.S. Capital Wealth Advisors
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company
Royal Bank of Canada
ICA Group Wealth Management
UBS Group

View all funds holding Capital Grp Fixed Incm Etf T