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Capital Group U S Multi Sec Etf shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $413k 15k 27.34
2026-03-31 $407k 15k 27.23
2025-12-31 $437k 16k 27.62

More positions owned by Carlson Financial

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Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
UBS Group
Cetera Investment Advisers
Capital Advantage
Commonwealth Equity Services
Advisor Group Holdings
Great Valley Advisor Group
Jones Financial Companies, L.L
Stifel Financial
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf