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Capital Grp Fixed Incm Etf T shares owned by Beacon Pointe Advisors

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

Historical chart of Beacon Pointe 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 Beacon Pointe 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $216k 8.6k 25.28

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Lennox International (LII)

View all positions for Beacon Pointe Advisors

Top funds holding Capital Grp Fixed Incm Etf T

Merit Financial Group
LPL Financial
Brookstone Capital Management
Tribridge Partners Financial
Kensington Asset Management
Wealth Science Advisors
Steward Partners Investment Advisory
Envestnet Asset Management
Commonwealth Equity Services
Capital Group Private Client Services
Mml Investors Services
Raymond James Financial
Jones Financial Companies, L.L
Cetera Investment Advisers
Kingsview Wealth Management

View all funds holding Capital Grp Fixed Incm Etf T