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Capital Group U S Multi Sec Etf shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 66k 27.23
2025-12-31 $1.0M 36k 27.62
2025-09-30 $504k 18k 27.75
2025-06-30 $502k 18k 27.62
2025-03-31 $424k 16k 27.30
2024-12-31 $262k 9.6k 27.28

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf