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Capital Group U S Multi Sec Etf shares owned by Eq Wealth Advisors

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

Historical chart of Eq Wealth Advisors 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 Eq Wealth Advisors 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 Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 523k 27.75
2025-06-30 $13M 484k 27.62
2025-03-31 $12M 425k 27.30
2024-12-31 $11M 384k 27.28

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Gold Trust Etf (IAU)
Capital Group Short Duration Income Etf Etf (CGSD)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Capital Group Municipal Income Etf Etf (CGMU)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Eq Wealth Advisors

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