CAPITAL GRP FIXED INCM ETF T

Ticker: CGMS CUSIP: 14020Y300 Class: US MULTI-SECTOR

Souders Financial Advisors's Holding History (CIK: 0001811240)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 380,745 Value ($000) $10,516 Avg Close — Range —
Q3 2025
Shares 364,184 Value ($000) $10,106 Avg Close — Range —
Q2 2025
Shares 332,556 Value ($000) $9,185 Avg Close — Range —
Q1 2025
Shares 311,399 Value ($000) $8,501 Avg Close — Range —
Q4 2024
Shares 279,305 Value ($000) $7,619 Avg Close — Range —
Q3 2024
Shares 246,122 Value ($000) $6,852 Avg Close — Range —
Q2 2024
Shares 216,588 Value ($000) $5,831 Avg Close — Range —
Q1 2024
Shares 211,398 Value ($000) $5,716 Avg Close — Range —
Q4 2023
Shares 192,423 Value ($000) $5,194 Avg Close — Range —
Q3 2023
Shares 174,914 Value ($000) $4,465 Avg Close — Range —
Q2 2023
Shares 175,369 Value ($000) $4,568 Avg Close — Range —
Q1 2023
Shares 26,211 Value ($000) $690 Avg Close — Range —