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Capital Group U S Multi Sec Etf shares owned by Peterson Wealth Advisors

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

Historical chart of Peterson Wealth 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 Peterson Wealth 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 Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $696k 25k 27.82
2025-06-30 $705k 26k 27.62
2025-03-31 $691k 26k 26.58
2024-12-31 $2.4M 89k 27.26
2024-09-30 $248k 8.9k 27.84