Who owns CAPITAL GROUP U S MULTI SEC ETF?
- Ticker: CGMS
- CUSIP Number: 14020y300
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Analyze quarterly positions in Capital Group U S Multi Sec Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group U S Multi Sec Etf stock
Who bought or sold CAPITAL GROUP U S MULTI SEC ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 3.2M | $89M | 69% | Sep 2024 |
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| Envestnet Asset Management | 1.9M | $54M | 35% | Sep 2024 |
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| Advisor Group Holdings | 1.7M | $48M | 137% | Sep 2024 |
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| Great Valley Advisor Group | 1.7M | $47M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 1.5M | $43M | 26% | Sep 2024 |
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| Wells Fargo & Company | 1.4M | $38M | 92% | Sep 2024 |
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| Morgan Stanley | 1.3M | $34M | 1049% | Jun 2024 |
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| Cetera Investment Advisers | 915k | $25M | 186% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 814k | $22M | 37% | Jun 2024 |
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| Raymond James & Associates | 646k | $18M | 13% | Sep 2024 |
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| TrueWealth Advisors | 603k | $17M | 14% | Sep 2024 |
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| Winch Advisory Services | 574k | $16M | 1% | Sep 2024 |
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| Stephens | 549k | $15M | 1% | Sep 2024 |
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| Royal Bank of Canada | 538k | $15M | 33% | Sep 2024 |
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| Raymond James Financial Services Advisors | 494k | $14M | 29% | Sep 2024 |
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| Redhawk Wealth Advisors | 472k | $13M | 6% | Sep 2024 |
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| DeDora Capital | 427k | $12M | 100% | Sep 2024 |
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| Mml Investors Services | 417k | $12M | 20% | Sep 2024 |
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| Atria Wealth Solutions | 417k | $12M | 80% | Sep 2024 |
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| TruWealth Advisors | 359k | $10M | 22% | Sep 2024 |
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| Prospera Financial Services | 355k | $9.9M | 128% | Sep 2024 |
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| ValMark Advisers | 334k | $9.3M | 3% | Sep 2024 |
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| Private Advisor | 323k | $9.0M | 278% | Sep 2024 |
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| Creative Financial Designs | 322k | $9.0M | 2658% | Sep 2024 |
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| Mariner Wealth Advisors | 298k | $8.3M | 1115% | Sep 2024 |
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| D. J. St. Germain | 289k | $8.1M | 4% | Sep 2024 |
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| Cambridge Investment Research Advisors | 277k | $7.7M | 42% | Sep 2024 |
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| Benjamin Edwards | 274k | $7.6M | 100% | Sep 2024 |
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| PFG Financial Advisors | 274k | $7.6M | 5% | Sep 2024 |
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| RFP Financial Group | 264k | $7.4M | 38% | Sep 2024 |
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| Souders Financial Advisors | 246k | $6.9M | 14% | Sep 2024 |
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| Jane Street | 234k | $6.5M | -31% | Sep 2024 |
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| Kmg Fiduciary Partners | 228k | $6.3M | 554% | Sep 2024 |
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| Jones Financial Companies, L.L | 222k | $6.2M | 3922% | Sep 2024 |
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| Benjamin F. Edwards & Company | 221k | $5.9M | 25% | Jun 2024 |
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| Bouvel Investment Partners | 216k | $6.0M | 0% | Sep 2024 |
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| Silver Oak Securities | 210k | $5.8M | 38% | Sep 2024 |
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| Harbour Investments | 195k | $5.4M | 5% | Sep 2024 |
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| Integrated Wealth Concepts | 187k | $5.2M | 9% | Sep 2024 |
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| Crumly & Associates | 182k | $5.1M | 69% | Sep 2024 |
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| Concurrent Investment Advisors | 168k | $4.7M | -1% | Sep 2024 |
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| Total Clarity Wealth Management | 159k | $4.4M | 20% | Sep 2024 |
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| Swisher Financial Concepts | 157k | $4.4M | 13% | Sep 2024 |
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| Citadel Advisors | 153k | $4.2M | 100% | Sep 2024 |
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| Smartleaf Asset Management | 152k | $4.2M | 100% | Sep 2024 |
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| Streettalk Advisors | 142k | $3.9M | -4% | Sep 2024 |
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| Kingsview Wealth Management | 137k | $3.8M | 223% | Sep 2024 |
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| Kestra Advisory Services | 128k | $3.6M | 35% | Sep 2024 |
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| Wayfinding Financial | 122k | $3.4M | -1% | Sep 2024 |
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| Dynamic Advisors Solutions | 119k | $3.3M | 17% | Sep 2024 |
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| Confluence Wealth Services | 97k | $2.7M | 6% | Sep 2024 |
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| Renaissance Technologies | 95k | $2.6M | 100% | Sep 2024 |
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| Trilogy Capital | 94k | $2.6M | 10% | Sep 2024 |
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| Davenport & Co | 93k | $2.6M | 15% | Sep 2024 |
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| Fullcircle Wealth | 92k | $2.5M | -8% | Sep 2024 |
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| Stifel Financial | 90k | $2.4M | 17% | Jun 2024 |
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| Bond & Devick Financial Network | 89k | $2.5M | 788% | Sep 2024 |
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| Jpmorgan Chase & Co | 89k | $2.5M | -4% | Sep 2024 |
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| Lido Advisors | 87k | $2.3M | 100% | Jun 2024 |
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| Old Mission Capital | 85k | $2.3M | -3% | Jun 2024 |
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| Capital Group Private Client Services | 81k | $2.3M | 14% | Sep 2024 |
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| Sanctuary Advisors | 69k | $1.8M | 100% | Jun 2024 |
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| Sharkey, Howes & Javer | 67k | $1.9M | 55% | Sep 2024 |
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| Cullen Frost Bankers | 67k | $1.9M | 55% | Sep 2024 |
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| Lodestone Wealth Management | 64k | $1.8M | 55% | Sep 2024 |
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| Envestnet Portfolio Solutions | 59k | $1.6M | 240% | Sep 2024 |
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| Janney Montgomery Scott | 58k | $1.6M | 31% | Sep 2024 |
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| Transcendent Capital Group | 54k | $1.5M | 4442% | Sep 2024 |
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| Capital Research and Management Company - Division 3 | 51k | $1.4M | -15% | Sep 2024 |
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| Good Life Advisors | 50k | $1.4M | 167% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 50k | $1.4M | 532% | Sep 2024 |
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| Rothschild Investment | 50k | $1.4M | 17% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 49k | $1.4M | 43% | Sep 2024 |
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| Inspire Advisors | 49k | $1.4M | 12% | Sep 2024 |
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| Apollon Wealth Management | 47k | $1.3M | 213% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 46k | $1.3M | 100% | Sep 2024 |
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| Ausdal Financial Partners | 41k | $1.1M | 8% | Sep 2024 |
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| Cannon Wealth Management Services | 41k | $1.1M | 100% | Sep 2024 |
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| Colony | 40k | $1.1M | 100% | Sep 2024 |
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| HoyleCohen | 40k | $1.1M | -2% | Jun 2024 |
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| Atria Investments | 40k | $1.1M | -3% | Sep 2024 |
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| Captrust Financial Advisors | 38k | $1.1M | 42% | Sep 2024 |
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| Goss Wealth Management | 38k | $1.0M | 5% | Jun 2024 |
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| Burford Brothers | 36k | $959k | -2% | Jun 2024 |
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| Proequities | 33k | $927M | 29% | Sep 2024 |
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| Ameritas Advisory Services | 31k | $861k | 46% | Sep 2024 |
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| Equitable Holdings | 29k | $776k | 106% | Jun 2024 |
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| Von Berge Wealth Management Group | 28k | $770k | 2% | Sep 2024 |
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| LongView Wealth Management | 28k | $784k | 166% | Sep 2024 |
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| Sowell Financial Services | 28k | $780k | 100% | Sep 2024 |
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| Investment Planning Advisors | 28k | $750k | 0% | Sep 2024 |
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| Nations Financial Group | 27k | $754k | 2% | Sep 2024 |
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| Strategic Family Wealth Counselors | 26k | $730k | 26% | Sep 2024 |
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| Raymond James Trust | 26k | $728k | 10% | Sep 2024 |
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| WR Wealth Planners | 26k | $715k | 3% | Sep 2024 |
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| H D Vest Advisory Services | 26k | $689k | 136% | Jun 2024 |
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| Prime Capital Investment Advisors | 24k | $673k | 100% | Sep 2024 |
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| Mutual Advisors | 24k | $658k | 39% | Sep 2024 |
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| Milestone Investment Advisors | 24k | $660k | 10% | Sep 2024 |
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| Daymark Wealth Partners | 23k | $644k | 100% | Sep 2024 |
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| Flow Traders US | 23k | $631k | 14% | Sep 2024 |
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| WESPAC Advisors | 22k | $619k | 9% | Sep 2024 |
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| WealthCare Investment Partners | 22k | $600k | 1% | Sep 2024 |
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| Wealthcare Advisory Partners | 22k | $601k | 6% | Sep 2024 |
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| Waterfront Wealth | 21k | $577k | 100% | Sep 2024 |
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| Wedbush Morgan Securities | 20k | $568k | 8% | Sep 2024 |
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| CAP Partners | 19k | $526k | 4% | Sep 2024 |
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| P.J. Schmidt Investment Management | 18k | $504k | 104% | Sep 2024 |
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| Seamount Financial Group | 18k | $497k | 29% | Sep 2024 |
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| Sigma Planning | 17k | $483k | -53% | Sep 2024 |
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| Kestra Investment Management | 17k | $481k | 48% | Sep 2024 |
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| Financial Advocates Investment Management | 17k | $469k | 100% | Sep 2024 |
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| Tempus Wealth Planning | 17k | $459k | 28% | Sep 2024 |
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| Calton & Associates | 16k | $457k | 100% | Sep 2024 |
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| PFG Advisors | 16k | $436k | 100% | Sep 2024 |
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| Global Financial Private Client | 16k | $435k | 100% | Sep 2024 |
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| GPS Wealth Strategies Group | 15k | $428k | 100% | Sep 2024 |
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| Principal Securities | 15k | $419k | 22% | Sep 2024 |
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| Trademark Financial Management | 14k | $400k | 100% | Sep 2024 |
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| Cottage Street Advisors | 14k | $394k | 100% | Sep 2024 |
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| Global Retirement Partners | 13k | $363k | 100% | Sep 2024 |
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| HighTower Advisors | 13k | $338k | 2% | Jun 2024 |
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| Snowden Capital Advisors | 12k | $344k | 0% | Sep 2024 |
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| Cooper Financial Group | 12k | $328k | 100% | Jun 2024 |
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| Bleakley Financial Group | 12k | $339k | 43% | Sep 2024 |
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| Moloney Securities Asset Management | 12k | $338k | 100% | Sep 2024 |
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| Centennial Wealth Advisory | 12k | $320k | 100% | Sep 2024 |
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| Tradition Wealth Management | 12k | $320k | -16% | Sep 2024 |
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| Continuum Advisory | 11k | $312k | 120% | Sep 2024 |
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| Advisory Services Network | 11k | $300k | 0% | Sep 2024 |
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| Barnes Pettey Financial Advisors | 11k | $305k | 100% | Sep 2024 |
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| Arkadios Wealth Advisors | 11k | $304k | 100% | Sep 2024 |
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| Jacobi Capital Management | 10k | $279k | 100% | Jun 2024 |
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| McGlone Suttner Wealth Management | 10k | $284k | 22% | Sep 2024 |
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| Beacon Financial Advisory | 10k | $283k | 100% | Sep 2024 |
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| Wealth Advisors of Iowa | 10k | $280k | 100% | Sep 2024 |
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| Clear Creek Financial Management | 10k | $279k | 1% | Sep 2024 |
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| Level Four Advisory Services | 10k | $270k | 100% | Jun 2024 |
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| AA Financial Advisors | 9.9k | $276k | 0% | Sep 2024 |
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| Peterson Wealth Advisors | 8.9k | $248k | 100% | Sep 2024 |
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| Signature Estate and Investment Advisors | 8.6k | $238k | 1% | Sep 2024 |
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| Cornerstone Wealth Management | 8.1k | $227k | 100% | Sep 2024 |
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| Hexagon Capital Partners | 7.1k | $199k | 100% | Sep 2024 |
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| Private Trust Co Na | 7.0k | $189k | 137% | Jun 2024 |
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| CWM | 6.9k | $192k | 100% | Sep 2024 |
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| Capital Investment Advisory Services | 6.4k | $178k | 100% | Sep 2024 |
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| FinTrust Capital Advisors | 5.7k | $158k | 90% | Sep 2024 |
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| Brian McDonald | 4.1k | $116k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 3.6k | $97k | 133% | Jun 2024 |
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| ICA Group Wealth Management | 1.4k | $38k | -62% | Jun 2024 |
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Who sold out of Capital Group U S Multi Sec Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Pillar Wealth Advisors | Mar 2024 | 52k | $1.4M |
| Susquehanna International | Jun 2024 | 36k | $980k |
| Capital Planning | Jun 2024 | 26k | $694k |
| Balboa Wealth Partners | Jun 2024 | 11k | $281k |
| Founders Financial Securities | Jun 2024 | 9.9k | $266k |
| Simplicity Wealth | Jun 2024 | 8.5k | $230k |
| Ashton Thomas Private Wealth | Jun 2024 | 4.1k | $109k |