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Capital Group U S Multi Sec Etf shares owned by Cassady Wealth & Retirement Planning

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

Historical chart of Cassady Wealth & Retirement 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 Cassady Wealth & Retirement 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 Cassady Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 83k 27.44
2025-12-31 $1.4M 50k 27.62

More positions owned by Cassady Wealth & Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Group Core Balanced SHS (CGBL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Tcw Etf Trust Transform System (PWRD)
Virtus Etf Tr Ii Virtus Us Qlty (JOET)

View all positions for Cassady Wealth & Retirement Planning

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf