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CGMSCGMS
13 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in CAPITAL GRP FIXED INCM ETF T

LPL Financial LLC holds 21.7M shares of CGMS (CAPITAL GRP FIXED INCM ETF T), worth $592.6M as of 2026-Q2. The position was increased (+14.7% shares). CGMS represents 0.1% of LPL Financial LLC's portfolio.

Current Value

$592.6M

Current Shares

21.7M

Total Value Change

+$589M

Total Shares Change

+21.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21.7M
+14.7%
$592.6M0.1%$27.17
43
2026-Q1
Increased
18.9M
+23.0%
$514.7M0.1%$26.64
45
2025-Q4
Increased
15.4M
+30.8%
$424.4M0.1%$26.70
47
2025-Q3
Increased
11.8M
+18.2%
$326.1M0.1%$26.39
36
2025-Q2
Increased
9.9M
+21.6%
$274.6M0.1%$25.84
37
2025-Q1
Increased
8.2M
+50.1%
$223.2M0.1%$25.19
42
2024-Q4
Increased
5.4M
+70.2%
$148.5M0.1%$24.84
45
2024-Q3
Increased
3.2M
+68.9%
$89.1M0.0%$24.94
44
2024-Q2
Increased
1.9M
+43.2%
$51M0.0%$23.78
39
2024-Q1
Increased
1.3M
+54.4%
$35.8M0.0%$23.54
41
2023-Q4
Increased
856,825
+80.6%
$23.1M0.0%$23.16
44
2023-Q3
Increased
474,407
+237.3%
$12.1M0.0%$21.53
45
2023-Q2
New
140,641
-
$3.7M0.0%$21.64
37

Other major holders of CGMS: WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC

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