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Capital Group U S Multi Sec Etf shares owned by Bridgewealth Advisory Group

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

Historical chart of Bridgewealth Advisory Group 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 Bridgewealth Advisory Group 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 Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $445k 16k 27.75
2025-06-30 $470k 17k 27.62

More positions owned by Bridgewealth Advisory Group

Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
United Security Bancshares (UBFO)
Microsoft Corporation (MSFT)
Pimco Etf Tr Ultra Short Govt (BILZ)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Bridgewealth Advisory Group

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