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Capital Group U S Multi Sec Etf shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 594k 27.04
2023-12-31 $3.1M 114k 26.99
2023-09-30 $939k 37k 25.52

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

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