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Capital Grp Fixed Incm Etf T shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory 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 Wealth Enhancement Advisory 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 58k 26.26
2024-06-30 $1.3M 50k 25.75

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Capital Grp Fixed Incm Etf T

Capital Research and Management Company - Division 3
Envestnet Asset Management
LPL Financial
Morgan Stanley
PUREfi Wealth
Captrust Financial Advisors
Cetera Investment Advisers
Beta Wealth
Betterment
Mml Investors Services
Vestmark Advisory Solutions
Cambridge Investment Research Advisors
Advisor Group Holdings
Private Advisor
Commonwealth Equity Services

View all funds holding Capital Grp Fixed Incm Etf T