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Capital Group U S Multi Sec Etf shares owned by Barnes Pettey Financial Advisors

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Barnes Pettey Financial Advisors from 13F filings

Historical chart of Barnes Pettey Financial Advisors 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 Barnes Pettey Financial Advisors 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 Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $583k 21k 27.75
2025-06-30 $449k 16k 27.62
2025-03-31 $382k 14k 27.30
2024-12-31 $317k 12k 27.28
2024-09-30 $305k 11k 27.84

More positions owned by Barnes Pettey Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wal-Mart Stores (WMT)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raymond James Financial (RJF)
Microsoft Corporation (MSFT)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Oshares Us Smlcp (OUSM)

View all positions for Barnes Pettey Financial Advisors

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Capital Advantage
Advisor Group Holdings
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf