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Capital Group U S Multi Sec Etf shares owned by Equity Wealth Partners

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

Historical chart of Equity Wealth Partners 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 Equity Wealth Partners 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 Equity Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 8.5k 27.33

More positions owned by Equity Wealth Partners

Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
American Centy Etf Tr Us Eqt Etf (AVUS)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group International SHS (CGIE)
Capital Group International SHS (CGIC)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Equity Wealth Partners

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf