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Capital Group U S Multi Sec Etf shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $326M 12M 27.75
2025-06-30 $275M 9.9M 27.62
2025-03-31 $223M 8.2M 27.30
2024-12-31 $149M 5.4M 27.28
2024-09-30 $89M 3.2M 27.84
2024-06-30 $51M 1.9M 26.92
2024-03-31 $36M 1.3M 27.04
2023-09-30 $12M 474k 25.53
2023-06-30 $3.7M 141k 26.05

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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