Back to Beacon Pointe Advisors, LLC Beacon Pointe Advisors, LLC

CGMUCGMU
5 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in CAPITAL GRP FIXED INCM ETF T

Yes. Beacon Pointe Advisors holds 1,086,840 shares of CGMU (Capital Group Fixed Income ETF), worth $29.9M, as of its Q2 2026 13F filing. It increased the position by 75,766 shares (+7.5%) from Q1 2026. Beacon Pointe Advisors has held CGMU since Q2 2025, across 5 quarterly 13F filings. CGMU is 0.1% of Beacon Pointe Advisors' reported 13F portfolio.

Current Value

$29.9M

Current Shares

1.1M

Total Value Change

+$25.7M

Total Shares Change

+929,981

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+7.5%
$29.9M0.1%$27.23
37
2026-Q1
Increased
1M
+35.6%
$27.5M0.1%$26.85
45
2025-Q4
Increased
745,742
+31.9%
$20.4M0.1%$26.85
43
2025-Q3
Increased
565,220
+260.3%
$15.4M0.1%$26.53
54
2025-Q2
New
156,859
-
$4.2M0.0%$25.73
37

Other major holders of CGMU: Capital International Investors

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