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Capital Grp Fixed Incm Etf T shares owned by Souders Financial Advisors

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

Historical chart of Souders Financial Advisors investment in Capital Grp Fixed Incm Etf T

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All positions including Capital Grp Fixed Incm Etf T held by Souders Financial Advisors 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 Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $769k 29k 26.36
2025-06-30 $761k 29k 26.08
2025-03-31 $658k 25k 26.01
2024-12-31 $259k 10k 25.97

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
T Rowe Price Etf Cap Appreciation (TCAF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Us Aggbd Et (AGG)
Procter & Gamble Company (PG)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Value Etf (VTV)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Souders Financial Advisors

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