Beverly Hills Private Wealth »

Capital Group U S Multi Sec Etf shares owned by Beverly Hills Private Wealth

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

Historical chart of Beverly Hills Private Wealth 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 Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 8.2k 27.23

More positions owned by Beverly Hills Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Charles Schwab Corporation (SCHW)
Meta Platforms Cl A (META)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Verizon Communications (VZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Philip Morris International (PM)
Cbl & Assoc Pptys Common Stock (CBL)
Visa Com Cl A (V)

View all positions for Beverly Hills Private Wealth

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf