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Capital Group U S Multi Sec Etf shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services 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 Sowell Financial Services 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 Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 48k 27.28
2024-09-30 $780k 28k 27.83

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Two Rds Shared Tr Affinity World (WLDR)
Pimco Etf Tr Active Bd Etf (BOND)
Costco Wholesale Corporation (COST)
Mastercard Incorporated Cl A (MA)

View all positions for Sowell Financial Services

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
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Great Valley Advisor Group
Wells Fargo & Company
Cetera Investment Advisers
Commonwealth Equity Services
UBS Group
Raymond James Financial
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Winch Advisory Services
Mariner Wealth Advisors
Raymond James & Associates

View all funds holding Capital Group U S Multi Sec Etf