SEC 13F Intelligence

Northwest Financial Advisors / CGMU

Northwest Financial Advisors’s Capital Grp Fixed Incm Etf T Position

Does Northwest Financial Advisors own Capital Grp Fixed Incm Etf T (CGMU)? Yes — 78.1K shares worth $2M (+4.09% of its 13F portfolio) as of Q1 2026, up from 52.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
78.1K
% of Portfolio
+4.09%
Quarters Held
10
currently held

Position History CGMU

Reported value by quarter
Q4 ’23: $322,929Q4 ’23Q1 ’24: $322,094Q2 ’24: $320,186Q2 ’24Q3 ’24: $327,461Q4 ’24: $345,518Q4 ’24Q1 ’25: $363,546Q2 ’25: $913,386Q2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.1K$2M+4.09%
Q4 202552.8K$1M+2.98%
Q3 202540.3K$1M+1.41%
Q2 202534.2K$913,386+1.27%
Q1 202513.6K$363,546+0.30%
Q4 202412.8K$345,518+0.29%
Q3 202411.9K$327,461+0.26%
Q2 202411.9K$320,186+0.33%
Q1 202411.9K$322,094+0.35%
Q4 202311.9K$322,929+0.27%

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