CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF - Institutionellt ägande - Köpare

Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
US ˙ ARCA

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF inkluderar Capital Advantage, Inc., Beacon Pointe Advisors, LLC, Goldman Sachs Group Inc, Rockefeller Capital Management L.P., Creekmur Asset Management LLC, RPg Family Wealth Advisory, LLC, Fiduciary Alliance LLC, Wellington Capital Management, Inc., Oak Hill Wealth Advisors, Llc, Stratos Wealth Partners, LTD., Gotham Asset Management, LLC, Impact Partnership Wealth, LLC, Bridgewealth Advisory Group, LLC, Venture Visionary Partners LLC, EverSource Wealth Advisors, LLC, Regatta Capital Group, Llc, Freestate Advisors LLC, Lantern Wealth Advisors, LLC, Herold Advisors, Inc., och IHT Wealth Management, LLC .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 768 762 30,24 48 855 31,77
2025-08-12 13F Global Retirement Partners, LLC 85 299 306,42 2 356 311,71
2025-07-11 13F Bouvel Investment Partners, LLC 219 457 1,42 6 061 0,63
2025-08-11 13F Rothschild Investment Llc 96 350 10,94 2 661 12,23
2025-07-17 13F Venture Visionary Partners LLC 12 612 348
2025-07-23 13F Seamount Financial Group Inc 58 366 4,03 1 612 5,29
2025-07-16 13F Novem Group 114 748 2,79 3 169 4,00
2025-08-05 13F Fullcircle Wealth Llc 130 658 3,73 3 609 5,37
2025-08-07 13F Winch Advisory Services, LLC 741 436 1,17 20 478 2,35
2025-07-29 13F Signature Estate & Investment Advisors Llc 28 749 794
2025-07-02 13F Crumly & Associates Inc. 203 641 9,28 5 625 10,56
2025-07-18 13F Cooper Financial Group 12 894 1,41 356 2,59
2025-07-30 13F Onyx Bridge Wealth Group LLC 389 717 87,31 10 764 89,49
2025-08-14 13F UBS Group AG 2 362 552 11,62 65 254 12,92
2025-07-11 13F Bond & Devick Financial Network, Inc. 237 164 3,14 6 550 4,35
2025-07-22 13F Wealthcare Advisory Partners LLC 22 884 4,46 632 5,69
2025-07-29 13F Koshinski Asset Management, Inc. 40 026 4,52 1 106 5,74
2025-08-15 13F Kestra Advisory Services, LLC 360 665 20,05 9 962 21,46
2025-08-11 13F Principal Securities, Inc. 23 623 59,25 652 61,39
2025-08-12 13F Jpmorgan Chase & Co 90 195 0,02 2 491 1,22
2025-07-23 13F WESPAC Advisors, LLC 32 239 15,51 890 16,95
2025-07-24 13F MFA Wealth Services 69 744 4,63 1 926 5,88
2025-07-22 13F Merit Financial Group, LLC 148 581 197,78 4 104 201,25
2025-08-01 13F Rossby Financial, LCC 478 13
2025-08-12 13F Lodestone Wealth Management LLC 75 951 0,81 2 098 1,99
2025-08-13 13F Beacon Pointe Advisors, LLC 428 134 11 825
2025-08-11 13F Inspire Advisors, LLC 57 332 1,96 1 584 3,13
2025-07-11 13F Capital Advantage, Inc. 2 108 316 58 232
2025-07-28 13F Sagespring Wealth Partners, Llc 7 400 204
2025-08-11 13F Perennial Investment Advisors, LLC 82 144 58,25 2 269 60,06
2025-07-29 13F Balboa Wealth Partners 12 024 22,05 332 23,88
2025-08-04 13F Arkadios Wealth Advisors 13 052 8,01 360 9,42
2025-07-22 13F Oak Hill Wealth Advisors, Llc 51 123 1 406
2025-07-17 13F Tempus Wealth Planning, LLC 24 845 1,76 686 3,00
2025-08-14 13F GWM Advisors LLC 148 965 85,09 4 114 87,26
2025-07-11 13F LongView Wealth Management 84 352 26,45 2 330 27,90
2025-08-15 13F Lantern Wealth Advisors, LLC 10 059 278
2025-07-22 13F DAVENPORT & Co LLC 114 237 7,55 3 155 8,83
2025-08-13 13F RPg Family Wealth Advisory, LLC 140 717 3 887
2025-08-18 13F Geneos Wealth Management Inc. 22 070 43,08 610 44,66
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 16 250 16,05 449 17,28
2025-08-14 13F Clg Llc 47 423 7,38 1 310 8,63
2025-08-14 13F Royal Bank Of Canada 871 108 13,94 24 060 15,28
2025-08-14 13F Gotham Asset Management, LLC 29 430 813
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 200 142 56,53 5 543 58,46
2025-07-10 13F Kmg Fiduciary Partners, Llc 355 666 11,76 9 824 13,06
2025-08-08 13F Kingsview Wealth Management, LLC 251 692 19,90 6 952 21,31
2025-08-12 13F BlueStem Wealth Partners, LLC 747 841 6,05 20 655 7,30
2025-07-09 13F Dynamic Advisor Solutions LLC 141 617 12,10 3 911 13,43
2025-07-29 13F Carmel Capital Partners, LLC 215 493 8,74 5 952 10,02
2025-07-14 13F Main Line Retirement Advisors, LLC 312 403 4,52 8 629 5,75
2025-08-15 13F Captrust Financial Advisors 52 367 0,51 1 446 1,69
2025-07-30 13F TFB Advisors LLC 7 502 207
2025-08-13 13F Renaissance Technologies Llc 177 100 56,25 4 892 58,08
2025-08-04 13F Spire Wealth Management 13 870 0,27 383 1,59
2025-08-18 13F/A Kestra Investment Management, LLC 59 114 20,92 1 633 22,34
2025-08-11 13F Aptus Capital Advisors, LLC 3 223 1,42 89 3,49
2025-07-31 13F CAP Partners, LLC 22 091 2,24 610 3,57
2025-08-14 13F Great Valley Advisor Group, Inc. 2 150 804 4,87 59 406 6,10
2025-08-27 13F/A Brinker Capital Investments, LLC 34 432 53,17 951 55,14
2025-07-15 13F Regatta Capital Group, Llc 10 245 283
2025-07-22 13F Beacon Financial Advisory LLC 11 150 0,70 308 1,66
2025-08-04 13F Bridgewealth Advisory Group, LLC 17 007 470
2025-07-03 13F TrueWealth Advisors, LLC 779 709 6,32 21 536 7,57
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 107 461 1,97 2 968 3,16
2025-08-07 13F PFG Advisors 30 400 1,64 840 2,82
2025-08-14 13F/A Rockefeller Capital Management L.P. 288 712 7 974
2025-08-14 13F Goldman Sachs Group Inc 331 757 9 163
2025-08-11 13F HighTower Advisors, LLC 17 001 52,01 470 53,77
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 183 258 17,43 5 062 18,80
2025-07-16 13F Midwest Heritage Bank, FSB 10 871 34,16 300 35,75
2025-08-06 13F Souders Financial Advisors 332 556 6,79 9 185 8,05
2025-07-11 13F SILVER OAK SECURITIES, Inc 177 141 4,95 4 893 6,16
2025-08-13 13F Baird Financial Group, Inc. 689 032 1,50 19 031 2,69
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5 005 88,65 138 91,67
2025-08-01 13F Brookwood Investment Group LLC 14 070 1,04 389 2,11
2025-08-14 13F Benjamin Edwards Inc 398 486 4,55 11 006 5,78
2025-08-12 13F Steward Partners Investment Advisory, Llc 20 444 7,76 565 9,09
2025-07-24 13F IFP Advisors, Inc 4 091 38,26 113 41,25
2025-07-28 13F Harbour Investments, Inc. 271 768 4,41 7 506 5,63
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 584 12,09 16 14,29
2025-07-22 13F Olistico Wealth, LLC 1 947 18,86 54 20,45
2025-07-30 13F Cullen/frost Bankers, Inc. 121 889 28,84 3 367 30,36
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 33 465 7,83 924 9,09
2025-07-25 13F Transcendent Capital Group LLC 69 788 3,25 1 928 4,44
2025-07-14 13F Opal Wealth Advisors, LLC 7 336 0,81 203 2,02
2025-08-04 13F Pensionmark Financial Group, Llc 18 189 17,05 502 18,40
2025-08-13 13F Capital International Investors 122 892 33,73 3 394 35,33
2025-08-05 13F Mission Wealth Management, Lp 70 190 28,90 1 939 30,42
2025-07-16 13F St Germain D J Co Inc 347 002 0,77 9 584 1,95
2025-07-24 13F MSH Capital Advisors LLC 17 791 35,46 491 37,15
2025-08-14 13F Mariner, LLC 741 908 2,65 20 491 3,86
2025-08-08 13F Cetera Investment Advisers 2 690 563 18,97 74 313 20,37
2025-08-12 13F J.w. Cole Advisors, Inc. 36 137 8,00 998 9,31
2025-08-08 13F Security Financial Services, INC. 7 471 206
2025-08-13 13F Argyle Capital Partners, LLC 28 240 29,00 780 30,49
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 825 546 0,40 50 403 1,54
2025-08-14 13F Comerica Bank 15 348 23,36 424 24,78
2025-07-18 13F Trilogy Capital Inc. 58 706 3,04 1 621 4,24
2025-08-14 13F Smartleaf Asset Management LLC 424 123 7,88 11 663 8,66
2025-07-16 13F Freestate Advisors LLC 10 068 278
2025-07-23 13F Valmark Advisers, Inc. 514 219 13,85 14 203 15,19
2025-08-14 13F Susquehanna International Group, Llp 56 107 1 550
2025-08-14 13F Keystone Financial Services, LLC 113 482 4,40 3 134 5,63
2025-08-13 13F Continuum Advisory, LLC 16 348 9,17 452 10,54
2025-08-05 13F Bank Of Montreal /can/ 9 300 18,47 257 19,63
2025-07-11 13F Farther Finance Advisors, LLC 8 244 174,80 228 180,25
2025-08-04 13F Assetmark, Inc 256 056 5 070,76 7 072 5 138,52
2025-08-13 13F Level Four Advisory Services, Llc 147 583 24,98 4 076 26,47
2025-08-06 13F Commonwealth Equity Services, Llc 2 400 798 13,21 66 15,79
2025-07-17 13F Janney Montgomery Scott LLC 145 898 19,74 4 33,33
2025-08-06 13F Financial Advisory Corp /ut/ /adv 52 720 5,94 1 0,00
2025-08-05 13F Bank of New York Mellon Corp 8 032 222
2025-08-14 13F Betterment LLC 320 413 1,06 9 0,00
2025-08-14 13F Mml Investors Services, Llc 893 794 18,60 25 20,00
2025-08-12 13F Calton & Associates, Inc. 26 589 22,07 734 23,57
2025-07-23 13F Element Wealth, LLC 50 022 18,45 1 382 19,88
2025-08-19 13F Cape Investment Advisory, Inc. 503 14
2025-07-31 13F Richards, Merrill & Peterson, Inc. 46 804 43,82 1 293 45,50
2025-05-15 13F/A Orion Portfolio Solutions, LLC 22 480 63,42 614 63,47
2025-07-11 13F Skyline Advisors, Inc. 481 421 1,77 13 297 2,96
2025-07-29 13F Uhlmann Price Securities, Llc 22 637 93,48 625 95,92
2025-08-13 13F EverSource Wealth Advisors, LLC 11 284 312
2025-08-05 13F Aurdan Capital Management, LLC 17 571 4,75 485 6,13
2025-08-14 13F Herold Advisors, Inc. 10 059 278
2025-07-28 13F Rosenberg Matthew Hamilton 825 1 061,97 23 2 100,00
2025-07-14 13F Sowell Financial Services LLC 112 270 140,56 3 101 143,33
2025-08-18 13F Wellington Capital Management, Inc. 74 041 1
2025-08-06 13F Wedbush Securities Inc 32 957 13,96 1
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 332 030 14,62 37 16,13
2025-07-18 13F Truist Financial Corp 67 256 36,99 1 831 36,64
2025-08-15 13F Equitable Holdings, Inc. 113 391 37,70 3 132 39,28
2025-07-22 13F Confluence Wealth Services, Inc. 216 749 0,16 5 987 3,06
2025-08-13 13F Capital Group Private Client Services, Inc. 407 629 391,42 11 259 397,26
2025-08-14 13F Ausdal Financial Partners, Inc. 49 114 0,62 1 357 1,80
2025-07-14 13F AdvisorNet Financial, Inc 4 551 67,62 126 68,92
2025-07-24 13F Von Berge Wealth Management Group, LLC 63 478 44,27 1 756 47,48
2025-08-08 13F Larson Financial Group LLC 5 727 118,50 158 122,54
2025-08-13 13F Capital Analysts, Inc. 1 835 0
2025-07-25 13F M.e. Allison & Co., Inc. 25 880 71,93 715 74,15
2025-08-13 13F Jones Financial Companies Lllp 840 932 18,62 23 126 19,48
2025-07-17 13F Centennial Wealth Advisory LLC 146 061 145,86 4 030 148,55
2025-07-25 13F Cwm, Llc 929 285 441,89 26 525,00
2025-08-12 13F Entruity Wealth, LLC 184 650 11,43 5 100 12,76
2025-08-14 13F Wells Fargo & Company/mn 2 779 290 13,13 76 764 14,46
2025-08-14 13F Stifel Financial Corp 1 240 773 25,22 34 270 26,68
2025-08-04 13F Creekmur Asset Management LLC 266 691 7 366
2025-08-04 13F Cottage Street Advisors LLC 42 928 1,39 1 186 2,60
2025-08-14 13F IHT Wealth Management, LLC 8 332 230
2025-07-30 13F D.a. Davidson & Co. 193 473 9,08 5 344 10,35
2025-08-12 13F SRS Capital Advisors, Inc. 1 723 54,81 48 56,67
2025-07-29 13F Stratos Wealth Partners, LTD. 42 904 1 185
2025-07-17 13F LexAurum Advisors, LLC 11 342 11,27 313 12,59
2025-07-09 13F Pines Wealth Management, LLC 28 921 20,73 799 26,47
2025-07-28 13F Eq Wealth Advisors, Llc 483 678 13,86 13 359 15,20
2025-08-12 13F LPL Financial LLC 9 943 155 21,63 274 630 23,05
2025-07-10 13F SK Wealth Management, LLC 44 929 14,85 1 240 18,79
2025-08-13 13F Gateway Wealth Partners, LLC 22 482 52,47 621 54,23
2025-07-09 13F Fiduciary Alliance LLC 117 756 3 252
2025-08-06 13F Mascagni Wealth Management, Inc. 74 162 14,05 2 048 15,38
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 3 329 6,46 92 7,06
2025-07-24 13F Endeavor Private Wealth, Inc. 56 640 31,35 1 564 32,88
2025-08-14 13F Integrated Wealth Concepts LLC 204 377 8,93 5 645 10,19
2025-08-08 13F Avantax Advisory Services, Inc. 79 125 41,60 2 185 43,28
2025-08-04 13F IFG Advisory, LLC 15 213 84,29 420 86,67
2025-07-07 13F TruWealth Advisors, LLC 697 947 14,22 19 277 15,56
2025-07-25 13F Concurrent Investment Advisors, LLC 188 553 21,57 5 208 22,98
2025-08-12 13F Jacobi Capital Management LLC 78 638 1,51 2 172 2,70
2025-07-25 13F Total Clarity Wealth Management, Inc. 105 399 9,63 2 911 11,02
2025-08-04 13F Impact Partnership Wealth, LLC 18 676 516
2025-07-16 13F ORG Partners LLC 7 610 409,37 210 425,00
2025-07-29 13F Stephens Inc /ar/ 643 841 8,66 17 783 9,94
2025-08-14 13F Modern Wealth Management, LLC 13 250 14,64 366 15,87
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Cornerstone Wealth Management, LLC 11 329 10,35 313 11,43
2025-08-13 13F Northwestern Mutual Wealth Management Co 654 276 111,55 18 071 114,04
2025-08-14 13F Snowden Capital Advisors LLC 18 955 6,29 524 7,61
2025-07-30 13F Financial Perspectives, Inc 1 853 59,60 51 64,52
2025-08-01 13F Envestnet Asset Management Inc 4 244 651 16,71 117 237 18,08
2025-07-17 13F Beacon Capital Management, LLC 94 1,08 3 0,00
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