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Capital Grp Fixed Incm Etf T shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 61k 26.34

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

Top funds holding Capital Grp Fixed Incm Etf T

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

View all funds holding Capital Grp Fixed Incm Etf T