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Capital Grp Fixed Incm Etf T shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $374k 14k 26.26
2024-06-30 $292k 11k 25.75

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Advisors

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
International Assets Investment Management
Beta Wealth
Mml Investors Services
Advisor Group Holdings
Morgan Stanley
Private Advisor
Cambridge Investment Research Advisors
Royal Bank of Canada
LPL Financial
Commonwealth Equity Services
Janney Montgomery Scott
Envestnet Portfolio Solutions
Orion Portfolio Solutions

View all funds holding Capital Grp Fixed Incm Etf T