Financial Advisory Corp »

Capital Group U S Multi Sec Etf shares owned by Financial Advisory Corp

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

Historical chart of Financial Advisory Corp 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 Financial Advisory Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 53k 27.75
2025-06-30 $1.5M 53k 27.62
2025-03-31 $1.4M 50k 27.31

More positions owned by Financial Advisory Corp

Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
DaVita (DVA)
DaVita (DVA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)

View all positions for Financial Advisory Corp

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