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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
2025-09-30 $3.3M 119k 27.75
2025-06-30 $3.1M 112k 27.62
2025-03-31 $1.3M 47k 27.30
2024-12-31 $1.3M 48k 27.28
2024-09-30 $780k 28k 27.83

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Two Rds Shared Tr Affinity World (WLDR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advisors Inner Circle Fd Iii Rayliant Quantit (RAYD)
Alphabet Cap Stk Cl A (GOOGL)
Pimco Etf Tr Active Bd Etf (BOND)
JPMorgan Chase & Co. (JPM)

View all positions for Sowell Financial Services

Top funds holding Capital Group U S Multi Sec Etf

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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