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
Download as csvQuarterly 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 |
Top funds holding Capital Group U S Multi Sec Etf
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