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Capital Group U S Multi Sec Etf shares owned by Balboa Wealth Partners

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

Historical chart of Balboa Wealth Partners 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 Balboa Wealth Partners 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 Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $281k 11k 26.92
2024-03-31 $306k 11k 27.04

More positions owned by Balboa Wealth Partners

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Advanced Micro Devices (AMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ilearningengines (AILE)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Balboa Wealth Partners

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Wells Fargo & Company
Raymond James & Associates
Winch Advisory Services
Stephens
TrueWealth Advisors
Redhawk Wealth Advisors
Royal Bank of Canada
Raymond James Financial Services Advisors
TruWealth Advisors

View all funds holding Capital Group U S Multi Sec Etf