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Capital Group U S Multi Sec Etf shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $717k 27k 26.99
2023-09-30 $1.3M 50k 25.53
2023-06-30 $429k 17k 26.05

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Abbvie (ABBV)

View all positions for Sigma Planning

Top funds holding Capital Group U S Multi Sec Etf

Advisor Group Holdings
Commonwealth Equity Services
Jane Street
Wealth Enhancement Advisory Services
TrueWealth Advisors
Lincoln National
Raymond James Financial Services Advisors
Winch Advisory Services
D. J. St. Germain
Royal Bank of Canada
Raymond James & Associates
ValMark Advisers
Bouvel Investment Partners
Souders Financial Advisors
Atria Wealth Solutions

View all funds holding Capital Group U S Multi Sec Etf