Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MUNICIPAL INCOME
-
Total 13F shares
-
5,653,223
-
Share change
-
+1,842,826
-
Total reported value
-
$145,287,099
-
Price per share
-
$25.70
-
Number of holders
-
52
-
Value change
-
+$47,326,492
-
Number of buys
-
40
-
Number of sells
-
9
Institutional Holders of CAPITAL GRP FIXED INCM ETF T - MUNICIPAL INCOME (CGMU) as of Q3 2023
As of 30 Sep 2023,
CAPITAL GRP FIXED INCM ETF T - MUNICIPAL INCOME (CGMU) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,653,223 shares.
The largest 10 holders included
COMMONWEALTH EQUITY SERVICES, LLC, GREAT VALLEY ADVISOR GROUP, INC., UBS Group AG, Pillar Wealth Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, OSAIC HOLDINGS, INC., Cambridge Investment Research Advisors, Inc., LPL Financial LLC, Capital Planning LLC, and Cetera Investment Advisers.
This page lists
52
institutional shareholders reporting positions in this security
for the Q3 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.