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Capital Group U S Multi Sec Etf shares owned by Financial Perspectives

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

Historical chart of Financial Perspectives 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 Perspectives 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 Financial Perspectives

Quarter filed Position value Share count Share price at filing
2025-09-30 $125k 4.5k 27.75
2025-06-30 $51k 1.9k 27.62
2025-03-31 $32k 1.2k 27.30
2024-12-31 $31k 1.1k 27.28
2024-09-30 $26k 920 27.83

More positions owned by Financial Perspectives

Medtronic SHS (MDT)
Vanguard World Inf Tech Etf (VGT)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Boston Scientific Corporation (BSX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Ishares Tr Core High Dv Etf (HDV)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Financial Perspectives

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