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American Funds mutual funds - shares owned by RiverFront Investment Group

Quarter-by-quarter ownership of American Funds mutual funds - (FWMIX) shares owned by RiverFront Investment Group from 13F filings

Historical chart of RiverFront Investment Group investment in American Funds mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including American Funds mutual funds - held by RiverFront Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Funds mutual funds - by RiverFront Investment Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 18k 63.84
2025-03-31 $1.1M 17k 61.50
2024-12-31 $931k 15k 61.52
2024-09-30 $899k 14k 64.33

More positions owned by RiverFront Investment Group

Goldman Sachs Etf Tr Common (GSLC)
Ishares Tr Core Msci Common (IEFA)
Apple Common (AAPL)
Spdr Series Trust Por Common (SPAB)
Nvidia Corporation Common (NVDA)
Schwab Strategic Tr 5 Common (SCHI)
Vanguard Bd Index Common (BND)
Ishares Tr U.s. Tech Common (IYW)
Select Sector Spdr Tr Common (XLK)
J P Morgan Exchange T Etf - E (JEPI)
Ishares Tr Eafe Value Common (EFV)
J P Morgan Exchange T Common (JEPQ)
Microsoft Corp Common (MSFT)
Ishares Tr S&p 500 In Common (IVV)
Ishares Tr Lehman 10- Common (TLH)

View all positions for RiverFront Investment Group

Top funds holding American Funds mutual funds -

Wall Street Access Asset Management
Vermillion Wealth Management
Ethos Financial Group
Coston, McIsaac & Partners
Game Plan Financial Advisors

View all funds holding American Funds mutual funds -