Fullcircle Wealth »

Capital Group U S Multi Sec Etf shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 135k 27.57
2025-06-30 $3.6M 131k 27.62
2025-03-31 $3.4M 126k 27.19
2024-12-31 $2.8M 101k 27.51
2024-09-30 $2.5M 92k 27.52
2024-06-30 $2.7M 100k 27.24

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Snowflake Com Shs (SNOW)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Unilever Spon Adr New (UL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Total Usd (IUSB)

View all positions for Fullcircle Wealth

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