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Capital Group U S Multi Sec Etf shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 60k 27.75
2025-06-30 $1.4M 52k 27.62
2025-03-31 $1.4M 52k 27.30
2024-12-31 $1.2M 44k 27.28
2024-09-30 $1.1M 38k 27.84
2024-06-30 $717k 27k 26.92
2024-03-31 $667k 25k 27.04
2023-12-31 $659k 24k 26.99