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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
2024-09-30 $750k 28k 26.92
2024-06-30 $750k 28k 26.92

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

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