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Capital Group U S Multi Sec Etf shares owned by Souders Financial Advisors

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

Historical chart of Souders Financial Advisors 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 Souders Financial Advisors 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 Souders Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.2M 192k 26.99
2023-09-30 $4.5M 175k 25.53
2023-06-30 $4.6M 175k 26.05
2023-03-31 $690k 26k 26.33

More positions owned by Souders Financial Advisors

Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Procter & Gamble Company (PG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Apple (AAPL)
Schwab Strategic Tr Internl Divid (SCHY)
Microsoft Corporation (MSFT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Souders Financial Advisors

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