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Capital Group U S Multi Sec Etf shares owned by Hartmann Taylor Wealth Management

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

Historical chart of Hartmann Taylor Wealth Management 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 Hartmann Taylor Wealth Management 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 Hartmann Taylor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.1M 112k 27.62
2025-09-30 $3.0M 107k 27.75
2025-06-30 $2.5M 89k 27.62

More positions owned by Hartmann Taylor Wealth Management

Vanguard Index Fds Value Etf (VTV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Balanced SHS (CGBL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Hartmann Taylor Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
UBS Group
Raymond James Financial
Wells Fargo & Company
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
Stifel Financial

View all funds holding Capital Group U S Multi Sec Etf