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Capital Group U S Multi Sec Etf shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $54k 2.0k 27.62
2025-06-30 $54k 1.9k 27.62
2025-03-31 $45k 1.6k 27.30
2024-12-31 $36k 1.3k 27.28
2024-09-30 $38k 1.4k 27.84
2024-06-30 $15k 550 26.92

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Capital Group Dividend Value Etf Etf (CGDV)
Capital Group Growth Etf Etf (CGGR)
Amazon Stock (AMZN)
Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Capital Group International Focus Equity Etf Etf (CGXU)
Schwab Us Dividend Equity Etf Etf (SCHD)
Oneok Stock (OKE)

View all positions for Olistico Wealth

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Advisor Group Holdings
Capital Advantage
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Stifel Financial
Mml Investors Services

View all funds holding Capital Group U S Multi Sec Etf