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Capital Group U S Multi Sec Etf shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 126k 27.28
2024-09-30 $1.6M 59k 27.84
2024-06-30 $467k 17k 26.92

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Morgan Stanley
Envestnet Asset Management
Great Valley Advisor Group
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
UBS Group
Raymond James Financial
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Winch Advisory Services
Mariner Wealth Advisors
Raymond James & Associates

View all funds holding Capital Group U S Multi Sec Etf