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Capital Group U S Multi Sec Etf shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in Capital Group U S Multi Sec Etf

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All positions including Capital Group U S Multi Sec Etf held by Sharkey, Howes & Javer 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 Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 67k 27.84
2024-06-30 $1.2M 43k 26.92
2024-03-31 $1.2M 45k 27.04

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for Sharkey, Howes & Javer

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf