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Capital Group U S Multi Sec Etf shares owned by Endeavor Private Wealth

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

Historical chart of Endeavor Private Wealth 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 Endeavor Private Wealth 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 Endeavor Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 64k 27.75
2025-06-30 $1.6M 57k 27.62
2025-03-31 $1.2M 43k 27.30
2024-12-31 $944k 35k 27.28

More positions owned by Endeavor Private Wealth

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Eafe Value Etf (EFV)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Endeavor Private Wealth

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