Regatta Capital Group »

Capital Group U S Multi Sec Etf shares owned by Regatta Capital Group

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

Historical chart of Regatta Capital 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 Regatta Capital Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by Regatta Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $22M 779k 27.62
2025-09-30 $320k 12k 27.75
2025-06-30 $283k 10k 27.62

More positions owned by Regatta Capital Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Alphabet Cap Stk Cl A (GOOGL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Esg Us Stk Etf (ESGV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)

View all positions for Regatta Capital Group

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf