CGMS — CAPITAL GRP FIXED INCM ETF T

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in CAPITAL GRP FIXED INCM ETF T (CGMS). 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.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.01%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,671 -17,729 -82.8% 0.00% $102K $27.07
2024 Q4 ADDED 21,400 +10,275 +92.4% 0.01% $584K $25.48
2024 Q3 UNCHANGED 11,125 — 0% 0.01% $299K $25.59
2024 Q2 INITIATED 11,125 — — 0.01% $299K —
% of Fund (quarterly)    CGMS price (monthly, adj. close)

Other funds also holding CGMS

As of 2025 Q4 — sorted by position size

Capital Advantage, Inc. 3Y 7Y 8.6% BNB Wealth Management, LLC 5.64% Skyline Advisors, Inc. 4.86% Winch Advisory Services, LLC 3Y 7Y 4.72% TrueWealth Advisors, LLC 3Y 4.61% OakTrust Wealth Advisors, LLC 4.26% Turning Point Benefit Group, Inc. 3.94% Swisher Financial Concepts, Inc. 3.88% Carmel Capital Partners, LLC 3Y 3.34% REGATTA CAPITAL GROUP, LLC 3Y 3.25%
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