CGMM — CAPITAL GROUP EQUITY ETF TR

Ownership history in Advisory Services Network, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in CAPITAL GROUP EQUITY ETF TR (CGMM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 6,445 — — 0.00% $183K $28.31
% of Fund (quarterly)    CGMM price (monthly, adj. close)

Other funds also holding CGMM

As of 2025 Q4 — sorted by position size

Ergawealth Advisors, Inc. 9.94% CMC Financial Group 3Y 7Y 6.16% National Wealth Management Group, LLC 2.44% BNB Wealth Management, LLC 2.21% Smith Thornton Advisors LLC 1.85% StoneCrest Wealth Management, Inc. 1.6% Laurel Wealth Planning LLC 3Y 1.0% NavPoint Financial, Inc. 0.93% Souders Financial Advisors 3Y 0.8% Strategic Blueprint, LLC 3Y 7Y 0.74%
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