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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
2024-09-30 $457k 16k 27.84

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Microsoft Corporation (MSFT)
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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
Advisor Group Holdings
Great Valley Advisor Group
Commonwealth Equity Services
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James & Associates
TrueWealth Advisors
Winch Advisory Services
Stephens
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding Capital Group U S Multi Sec Etf