SEC 13F Intelligence

Financial Connections Group, Inc. / CGSM

Financial Connections Group, Inc.’s Capital Grp Fixed Incm Etf T Position

Does Financial Connections Group, Inc. own Capital Grp Fixed Incm Etf T (CGSM)? Yes — 190.9K shares worth $5M (+1.74% of its 13F portfolio) as of Q1 2026, up from 177.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
190.9K
% of Portfolio
+1.74%
Quarters Held
6
currently held

Position History CGSM

Reported value by quarter
Q4 ’24: $550,000Q4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026190.9K$5M+1.74%
Q4 2025177.1K$5M+1.60%
Q3 2025178.9K$5M+1.84%
Q2 2025168.2K$4M+1.81%
Q1 2025130.9K$3M+1.53%
Q4 202421.2K$550,000+0.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Connections Group, Inc.’s full portfolio or all institutional holders of CGSM.