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Capital Group U S Multi Sec Etf shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $892k 32k 27.62
2025-06-30 $734k 27k 27.62
2025-03-31 $595k 22k 27.30
2024-09-30 $457k 16k 27.84

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Fidelity Covington Trust High Divid Etf (FDVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr State Street Tec (XLK)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Series Trust State Street Spd (FLRN)
Vanguard World Mega Cap Index (MGC)

View all positions for Calton & Associates

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Advisor Group Holdings
Capital Advantage
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Stifel Financial
Jones Financial Companies, L.L

View all funds holding Capital Group U S Multi Sec Etf