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Capital Grp Fixed Incm Etf T shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management 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 Western Wealth Management 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $302k 12k 26.28

More positions owned by Western Wealth Management

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Western Wealth Management

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