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Capital Group U S Multi Sec Etf shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Capital Group U S Multi Sec Etf

Tip: Access up to 7 years of quarterly data

All positions including Capital Group U S Multi Sec Etf held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $600k 22k 27.04

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services
Lincoln National
Stephens
Jane Street
Envestnet Asset Management
UBS Group
TrueWealth Advisors
Raymond James Financial Services Advisors
Royal Bank of Canada
ValMark Advisers
Winch Advisory Services
D. J. St. Germain

View all funds holding Capital Group U S Multi Sec Etf