CGMS β€” CAPITAL GRP FIXED INCM ETF T

Ownership history in Ameritas Advisory Services, LLC  Β·  7 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported CAPITAL GRP FIXED INCM ETF T (CGMS) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows CGMS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, LLC's position in CAPITAL GRP FIXED INCM ETF T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CGMS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ameritas Advisory Services, LLC held CGMS β€” position size vs. price
% of Fund (quarterly)    CGMS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,509 -38,648 -91.7% 0.01% $97K 2025-11-06 $26.97
2025 Q2 REDUCED 42,157 -3,631 -7.9% 0.06% $1.2M 2025-07-21 $26.42
2025 Q1 ADDED 45,788 +3,796 +9.0% 0.05% $1.2M 2025-04-25 $25.61
2024 Q4 ADDED 41,992 +11,057 +35.7% 0.04% $1.1M 2025-01-15 $25.47
2024 Q3 ADDED 30,935 +9,689 +45.6% 0.04% $861K 2024-10-30 $25.20
2024 Q2 ADDED 21,246 +8,692 +69.2% 0.02% $572K 2024-07-29 $24.69
2024 Q1 INITIATED 12,554 β€” β€” 0.01% $338K 2024-05-14 $24.09

🏒 Other funds also holding CGMS

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 0.9% Crumly & Associates Inc. 3Y 0.06%

FAQ About Ameritas Advisory Services, LLC and CGMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ameritas Advisory Services, LLC reported owning CGMS?

Ameritas Advisory Services, LLC reported CGMS across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported CGMS position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for CGMS was 0.06% in 2025 Q2.

What is the latest reported CGMS position on this page?

The most recent filing on this page is 2025 Q3, when Ameritas Advisory Services, LLC reported 3,509 shares, equal to 0.01% of portfolio, with an estimated market value of $97K.

What does the chart on this CGMS ownership page compare?

The chart compares Ameritas Advisory Services, LLC's quarterly CGMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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