SEC 13F Intelligence

Envision Financial Planning, LLC / CGMU

Envision Financial Planning, LLC’s Capital Grp Fixed Incm Etf T Position

Does Envision Financial Planning, LLC own Capital Grp Fixed Incm Etf T (CGMU)? Yes — 242.5K shares worth $7M (+2.38% of its 13F portfolio) as of Q1 2026, up from 227.9K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
242.5K
% of Portfolio
+2.38%
Quarters Held
6
currently held

Position History CGMU

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026242.5K$7M+2.38%
Q4 2025227.9K$6M+2.36%
Q3 2025215.6K$6M+2.49%
Q2 2025118.9K$3M+1.48%
Q1 202540.1K$1M+0.55%
Q4 202438.4K$1M+0.53%

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