Steward Partners Investment Advisory »

Capital Grp Fixed Incm Etf T shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Capital Grp Fixed Incm Etf T (CGUI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 138k 25.30

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Steward Partners Investment Advisory

Top funds holding Capital Grp Fixed Incm Etf T

Merit Financial Group
Creekmur Asset Management
LPL Financial
Tribridge Partners Financial
Capital Group Private Client Services
Steward Partners Investment Advisory
Kensington Asset Management
Advisor Group Holdings
Commonwealth Equity Services
Capital Research and Management Company - Division 3
Captrust Financial Advisors
Brookstone Capital Management
Entruity Wealth
Mml Investors Services
Envestnet Asset Management

View all funds holding Capital Grp Fixed Incm Etf T