Back to Merit Financial Group, LLC

CGCP
Showing 8 of 15 quarters

Position history for Merit Financial Group, LLC's holdings in CAPITAL GRP FIXED INCM ETF T

Merit Financial Group, LLC holds 2.5M shares of CGCP (CAPITAL GRP FIXED INCM ETF T), worth $55.6M as of 2026-Q1. The position was increased (+4.3% shares). CGCP represents 0.4% of Merit Financial Group, LLC's portfolio.

Current Value

$55.6M

Current Shares

2.5M

Total Value Change

+$53.7M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.5M
+4.3%
$55.6M0.4%$22.72
37
2025-Q4
Increased
2.4M
+5.6%
$54M0.4%$22.61
37
2025-Q3
Increased
2.3M
+1078.9%
$51.3M0.5%$22.34
57
2025-Q2
Increased
191,658
+44.1%
$4.3M0.0%$21.76
36
2025-Q1
Increased
133,012
+49.9%
$3M0.0%$21.46
36
2024-Q4
Increased
88,745
+17.0%
$2M0.0%$21.02
30
2024-Q3
Decreased
75,848
-11.7%
$1.8M0.0%$21.63
0
2024-Q2
Increased
85,886
+70.0%
$1.9M0.0%$20.49
38

Other major holders of CGCP: Capital International Investors, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used