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Capital Group U S Multi Sec Etf shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment 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 Kestra Investment 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 Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 68k 27.75
2025-06-30 $1.6M 59k 27.62
2025-03-31 $1.3M 49k 27.30
2024-12-31 $633k 23k 27.28
2024-09-30 $481k 17k 27.84
2024-06-30 $313k 12k 26.92

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Core Msci Emkt (IEMG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Kestra Investment Management

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