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Capital Group U S Multi Sec Etf shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment 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 Rothschild Investment 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 Rothschild Investment

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 43k 26.92
2024-03-31 $1.1M 42k 27.04
2023-12-31 $936k 35k 26.99

More positions owned by Rothschild Investment

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Jpmorgan Chase & Co Stock (JPM)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Blackstone Stock (BX)
Costco Whsl Corp Stock (COST)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Amazon Stock (AMZN)
Chevron Corp Stock (CVX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Abbvie Stock (ABBV)
Amgen Stock (AMGN)
Palo Alto Networks Stock (PANW)

View all positions for Rothschild Investment

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Morgan Stanley
Commonwealth Equity Services
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Advisor Group Holdings
Wells Fargo & Company
Raymond James & Associates
Winch Advisory Services
Stephens
TrueWealth Advisors
UBS Group
Redhawk Wealth Advisors
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf