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

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

Historical chart of Cooper Financial Group 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 Cooper Financial Group 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 Cooper Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $560k 20k 27.75
2025-06-30 $356k 13k 27.62
2025-03-31 $347k 13k 27.30
2024-12-31 $342k 13k 27.28
2024-06-30 $328k 12k 26.92

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Microsoft Corporation (MSFT)
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Amazon (AMZN)
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View all positions for Cooper Financial Group

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Morgan Stanley
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

View all funds holding Capital Group U S Multi Sec Etf