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CGHMCGHM
6 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CAPITAL GRP FIXED INCM ETF T

Steward Partners Investment Advisory, LLC holds 409,155 shares of CGHM (CAPITAL GRP FIXED INCM ETF T), worth $10.6M as of 2026-Q2. The position was increased (+3.2% shares). CGHM represents 0.1% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$10.6M

Current Shares

409,155

Total Value Change

+$10M

Total Shares Change

+384,674

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
409,155
+3.2%
$10.6M0.1%$25.73
29
2026-Q1
Increased
396,584
+10.6%
$10M0.1%$24.88
31
2025-Q4
Increased
358,697
+9.6%
$9.1M0.1%$24.79
30
2025-Q3
Increased
327,278
+692.3%
$8.3M0.0%$24.33
44
2025-Q2
Increased
41,305
+68.7%
$1M0.0%$23.52
37
2025-Q1
New
24,481
-
$613,5300.0%$23.71
34

Other major holders of CGHM: Capital International Investors, ENVESTNET ASSET MANAGEMENT INC

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