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Capital Grp Fixed Incm Etf T shares owned by Sunrise Financial Services

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

Historical chart of Sunrise Financial Services 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 Sunrise Financial Services 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 Sunrise Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $935k 36k 26.28

More positions owned by Sunrise Financial Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Harbor Etf Trust Harbor Commodity (HGER)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Ea Series Trust Freedom 100 Em (FRDM)
RBB Us Treasry 12 Mt (OBIL)
The Alger Etf Trust Ai Enablers Adop (ALAI)
Pgim Etf Tr Shrt Dur Hgh Yld (PSH)

View all positions for Sunrise Financial Services

Top funds holding Capital Grp Fixed Incm Etf T

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

View all funds holding Capital Grp Fixed Incm Etf T