Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / MUNICIPAL INCOME
-
Total 13F shares
-
2,570,140
-
Share change
-
+558,331
-
Total reported value
-
$68,585,835
-
Price per share
-
$26.68
-
Number of holders
-
28
-
Value change
-
+$14,895,858
-
Number of buys
-
23
-
Number of sells
-
4
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - MUNICIPAL INCOME (CGMU) as of Q1 2023
As of 31 Mar 2023,
CAPITAL GRP FIXED INCM ETF T - MUNICIPAL INCOME (CGMU) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,570,140 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, Pillar Wealth Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Capital Planning LLC, ADVISOR GROUP HOLDINGS, INC., Cambridge Investment Research Advisors, Inc., New England Capital Financial Advisors LLC, Atria Investments, Inc, Cetera Advisor Networks LLC, and Cetera Investment Advisers.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.