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Capital Grp Fixed Incm Etf T shares owned by Sar Wealth Management Group

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGSM) shares owned by Sar Wealth Management Group from 13F filings

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management Group 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $347k 13k 26.28

More positions owned by Sar Wealth Management Group

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Capital Group International SHS (CGIC)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)

View all positions for Sar Wealth Management Group

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Captrust Financial Advisors
Capital Group Private Client Services
Cetera Investment Advisers
Wells Fargo & Company
Advisor Group Holdings
Jones Financial Companies, L.L
Mml Investors Services
Branch Banking & Trust Company
Northwestern Mutual Wealth Management Company
Raymond James Financial
Commonwealth Equity Services
Cambridge Investment Research Advisors

View all funds holding Capital Grp Fixed Incm Etf T