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Capital Group U S Multi Sec Etf shares owned by Carson Advisory

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

Historical chart of Carson 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 Carson 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 Carson Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $256k 9.3k 27.62

More positions owned by Carson Advisory

Home Depot (HD)
Capital Group Conservative E SHS (CGCV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
T Rowe Price Etf Cap Appreciation (TCAF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Southern Company (SO)
Apple (AAPL)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
International Business Machines (IBM)
Edison International (EIX)
Dominion Resources (D)
AES Corporation (AES)
Microsoft Corporation (MSFT)
Duke Energy Corp Com New (DUK)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Carson Advisory

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