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Capital Grp Fixed Incm Etf T shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in Capital Grp Fixed Incm Etf T

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Quarterly reported holdings in Capital Grp Fixed Incm Etf T by Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $525k 20k 26.36
2025-06-30 $493k 19k 26.08
2025-03-31 $492k 19k 26.01

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
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Home Depot (HD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)

View all positions for Richards, Merrill & Peterson

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Morgan Stanley
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Capital Group Private Client Services
Cetera Investment Advisers
Wells Fargo & Company
Advisor Group Holdings
Mml Investors Services
Jones Financial Companies, L.L
Raymond James Financial
Commonwealth Equity Services
Vestmark Advisory Solutions
Cambridge Investment Research Advisors

View all funds holding Capital Grp Fixed Incm Etf T