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Capital Group U S Multi Sec Etf shares owned by M.e. Allison & Co

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by M.e. Allison & Co from 13F filings

Historical chart of M.e. Allison & Co 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 M.e. Allison & Co 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 M.e. Allison & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $760k 27k 27.75
2025-06-30 $715k 26k 27.62
2025-03-31 $411k 15k 27.30
2024-12-31 $243k 8.9k 27.28

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Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Bloom Energy Corp Com Cl A (BE)
Broadcom (AVGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Norwegian Cruise Line Hldg L SHS (NCLH)
At&t (T)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for M.e. Allison & Co

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