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Capital Group U S Multi Sec Etf shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management 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 Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 74k 27.75
2025-06-30 $1.9M 70k 27.62
2025-03-31 $1.5M 55k 27.30

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple Put Option (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Tesla Motors (TSLA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Esg Optimized (SUSA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mission Wealth Management

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