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Capital Group U S Multi Sec Etf shares owned by Gutierrez Wealth Advisory

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

Historical chart of Gutierrez Wealth Advisory 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 Gutierrez Wealth Advisory 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 Gutierrez Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $526k 19k 27.62
2025-09-30 $289k 10k 27.75

More positions owned by Gutierrez Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Meta Platforms Cl A (META)

View all positions for Gutierrez Wealth Advisory

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Advisor Group Holdings
Capital Advantage
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Stifel Financial
Mml Investors Services

View all funds holding Capital Group U S Multi Sec Etf