KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CGMU — CAPITAL GRP FIXED INCM ETF T

Ownership history in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT  ·  8 quarters on record

AI Ownership Summary

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported CAPITAL GRP FIXED INCM ETF T (CGMU) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.8% in 2025 Q2. The latest visible filing shows CGMU at 0.60% 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 CGMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT'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
2026 Q2

CGMU was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% 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 Q3 to 2026 Q2

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.

CGMU stock page KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT fund profile KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT full holdings
How KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held CGMU — position size vs. price
% of Fund (quarterly)    CGMU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 77,402 +1,716 +2.3% 0.60% $2.1M 2026-07-24 $26.81
2026 Q1 ADDED — — — 75,686 +544 +0.7% 0.70% $2.1M 2026-05-04 $26.95
2025 Q4 ADDED — — — 75,142 +1,496 +2.0% 0.71% $2.1M 2026-01-27 $26.92
2025 Q3 REDUCED — — — 73,646 -1,462 -1.9% 0.74% $2.0M 2025-10-29 $26.53
2025 Q2 ADDED — — — 75,108 +37,712 +100.8% 0.80% $2.0M 2025-07-28 $25.55
2025 Q1 ADDED — — — 37,396 +5,544 +17.4% 0.45% $1.0M 2025-05-12 $25.32
2024 Q4 ADDED — — — 31,852 +11,787 +58.7% 0.40% $857K 2025-01-14 $25.25
2024 Q3 INITIATED — — — 20,065 — — 0.27% $551K 2024-10-09 $25.54

🏢 Other funds also holding CGMU

As of 2026 Q3 — sorted by position size

Hartmann Taylor Wealth Management, LLC 4.7% Clarity Asset Management, Inc. 3.54% Stonebridge Financial Group, LLC 1.46% Leverty Financial Group, LLC 3Y 1.42% Main Line Retirement Advisors, LLC 3Y 1.19% Trinity Wealth Management, LLC 3Y 1.18% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 0.85% Capital Planning LLC 3Y 0.8% ProCore Advisors, LLC 0.68% Tempus Wealth Planning, LLC 3Y 0.54%

FAQ About KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT and CGMU

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

How long has KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported owning CGMU?

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported CGMU across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported CGMU position in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for CGMU was 0.80% in 2025 Q2.

What is the latest reported CGMU position on this page?

The most recent filing on this page is 2026 Q2, when KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 77,402 shares, equal to 0.60% of portfolio, with an estimated market value of $2.1M.

What does the chart on this CGMU ownership page compare?

The chart compares KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's quarterly CGMU 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.

How well did KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT time their CGMU position?

Based on 13F filing dates vs. subsequent CGMU price moves, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on CGMU relative to SPY over the holding period was +163.6%.

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