5T Wealth »

Capital Grp Fixed Incm Etf T shares owned by 5T Wealth

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGUI) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth 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 5T Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Grp Fixed Incm Etf T by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $554k 22k 25.31

More positions owned by 5T Wealth

Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Capital Grp Fixed Incm Etf T

Merit Financial Group
LPL Financial
Creekmur Asset Management
Tribridge Partners Financial
Wealthcare Advisory Partners
Kensington Asset Management
Bank of New York Mellon
Advisor Group Holdings
Steward Partners Investment Advisory
Capital Group Private Client Services
Capital Research and Management Company - Division 3
Commonwealth Equity Services
Strategic Blueprint
Captrust Financial Advisors
Cetera Investment Advisers

View all funds holding Capital Grp Fixed Incm Etf T