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Capital Group U S Multi Sec Etf shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 103k 27.33
2026-03-31 $1.1k 39 27.23
2024-12-31 $11k 406 27.28

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit Put Option (Principal) (SPY)
Apple Call Option (Principal) (AAPL)
NVIDIA Corporation (NVDA)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation Put Option (Principal) (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A Put Option (Principal) (GOOGL)
Amazon Put Option (Principal) (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for MAI Wealth Advisors

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
Morgan Stanley
UBS Group
Cetera Investment Advisers
Capital Advantage
Commonwealth Equity Services
Advisor Group Holdings
Great Valley Advisor Group
Jones Financial Companies, L.L
Stifel Financial
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf