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Capital Group U S Multi Sec Etf shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors 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 Investment Planning Advisors 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 Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $428k 15k 27.75
2025-06-30 $493k 18k 27.62
2025-03-31 $748k 27k 27.30
2024-12-31 $810k 30k 27.28
2024-09-30 $750k 28k 26.92
2024-06-30 $750k 28k 26.92

More positions owned by Investment Planning Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for Investment Planning Advisors

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