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

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

Historical chart of ICA Group 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 ICA Group 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 ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $38k 1.4k 26.92
2024-03-31 $102k 3.8k 27.04
2023-12-31 $84k 3.1k 26.99
2023-06-30 $3.5k 136 26.05

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
SPDR S&P MF Closed and MF Open (SPY)
JP Morgan Core Plus Bond ETF Stock/ETF (JCPB)
First Trust MF Closed and MF Open (FDL)
Apple Common Stock (AAPL)
Vanguard Russell 1000 Growth Stock/ETF (VONG)
JPMorgan Equity Premium Income ETF Stock/ETF (JEPI)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (VLU)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Ishares Core MF Closed and MF Open (IVV)
iShares Treasury Floating Rate Bond Stock/ETF (TFLO)
iShares MSCI World Index Stock/ETF (URTH)
Nvidia Corp Common Stock (NVDA)

View all positions for ICA Group Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Great Valley Advisor Group
Commonwealth Equity Services
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James & Associates
TrueWealth Advisors
Winch Advisory Services
Stephens
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding Capital Group U S Multi Sec Etf