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Capital Group U S Multi Sec Etf shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services 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 Kestra Advisory Services 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 128k 27.84
2024-06-30 $2.5M 95k 26.92
2024-03-31 $1.3M 49k 27.04
2023-12-31 $636k 24k 26.99
2023-09-30 $221k 8.7k 25.53

More positions owned by Kestra Advisory Services

Apple (AAPL)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Kestra Advisory Services

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