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Capital Grp Fixed Incm Etf T shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 18k 26.26

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding Capital Grp Fixed Incm Etf T

Beta Wealth
Morgan Stanley
Commonwealth Equity Services
Royal Harbor Partners
Wealth Enhancement Advisory Services
Private Advisor
Envestnet Asset Management
Stephens
EverSource Wealth Advisors
Kestra Advisory Services
Jane Street
Proequities
Keeler & Nadler Financial Planning & Wealth Management
Simplicity Wealth
U.S. Capital Wealth Advisors

View all funds holding Capital Grp Fixed Incm Etf T