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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
2025-09-30 $623k 22k 27.75
2025-06-30 $1.7M 61k 27.62
2025-03-31 $2.2M 81k 27.30
2024-12-31 $2.4M 88k 27.28
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)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Sharkey, Howes & Javer

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
UBS Group
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

View all funds holding Capital Group U S Multi Sec Etf