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Capital Group U S Multi Sec Etf shares owned by Live Oak Investment Partners

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

Historical chart of Live Oak Investment Partners 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 Live Oak Investment Partners 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 Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 8.0k 27.62

More positions owned by Live Oak Investment Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ssga Active Etf Tr State Street Bla (SRLN)
Hartford Fds Exchange Traded Strategic Income (HFSI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
New York Life Investments Et Nyli Hedge Multi (QAI)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Us Sml Cap Eqt (SMLF)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Msci Emrg Chn (EMXC)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Amazon (AMZN)

View all positions for Live Oak Investment Partners

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Advisor Group Holdings
Capital Advantage
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Stifel Financial
Jones Financial Companies, L.L

View all funds holding Capital Group U S Multi Sec Etf