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

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

Historical chart of Financial Strategies Group 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 Strategies Group 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 Strategies Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $254k 9.2k 27.64

More positions owned by Financial Strategies Group

Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (SPAB)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Index Shs Fds State Street Spd (SPEM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Series Trust State Street Spd (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Progressive Corporation (PGR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
FactSet Research Systems (FDS)
JPMorgan Chase & Co. (JPM)

View all positions for Financial Strategies Group

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf