Lido Advisors »

Capital Group U S Multi Sec Etf shares owned by Lido Advisors

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

Historical chart of Lido 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 Lido Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 87k 27.84
2024-06-30 $2.3M 87k 26.92

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Meta Platforms Cl A (META)

View all positions for Lido Advisors

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Morgan Stanley
Envestnet Asset Management
Great Valley Advisor Group
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
UBS Group
Raymond James Financial
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Winch Advisory Services
Mariner Wealth Advisors
Raymond James & Associates

View all funds holding Capital Group U S Multi Sec Etf