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Capital Group U S Multi Sec Etf shares owned by Capital Planning

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

Historical chart of Capital Planning 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 Capital Planning 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 Capital Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $680k 25k 27.17
2023-12-31 $628k 23k 27.16
2023-09-30 $575k 23k 25.53
2023-06-30 $611k 23k 26.17
2023-03-31 $672k 25k 26.48
2022-12-31 $589k 23k 25.85

More positions owned by Capital Planning

iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Quanta Services Common Stock (PWR)
Boeing Common Stock (BA)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)

View all positions for Capital Planning

Top funds holding Capital Group U S Multi Sec Etf

Advisor Group Holdings
Commonwealth Equity Services
Jane Street
Wealth Enhancement Advisory Services
TrueWealth Advisors
Lincoln National
Raymond James Financial Services Advisors
Winch Advisory Services
D. J. St. Germain
Royal Bank of Canada
Raymond James & Associates
ValMark Advisers
Bouvel Investment Partners
Souders Financial Advisors
Atria Wealth Solutions

View all funds holding Capital Group U S Multi Sec Etf