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Capital Group U S Multi Sec Etf shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 2.6k 27.75
2025-06-30 $14k 503 27.59

More positions owned by Cape Investment Advisory

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Booking Holdings (BKNG)
Charles Schwab Corporation (SCHW)
Ishares Tr Core S&p500 Etf (IVV)
Iqvia Holdings (IQV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Walt Disney Company (DIS)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Applied Materials (AMAT)
Anthem (ELV)

View all positions for Cape Investment Advisory

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
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
Stifel Financial

View all funds holding Capital Group U S Multi Sec Etf