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Capital Group U S Multi Sec Etf shares owned by Global Financial Private Client

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

Historical chart of Global Financial Private Client 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 Global Financial Private Client 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 Global Financial Private Client

Quarter filed Position value Share count Share price at filing
2025-09-30 $433k 16k 27.75
2025-06-30 $431k 16k 27.62
2025-03-31 $426k 16k 27.30
2024-12-31 $426k 16k 27.28
2024-09-30 $435k 16k 27.84

More positions owned by Global Financial Private Client

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Global Financial Private Client

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