Capital Group U S Multi Sec Etf shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Capital Group U S Multi Sec Etf
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Quarterly reported holdings in Capital Group U S Multi Sec Etf by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.6M | 60k | 27.23 |
| 2025-12-31 | $1.2M | 45k | 27.62 |
| 2025-09-30 | $695k | 25k | 27.75 |
| 2025-06-30 | $565k | 20k | 27.62 |
| 2025-03-31 | $518k | 19k | 27.30 |
| 2024-12-31 | $466k | 17k | 27.28 |
| 2024-09-30 | $179k | 6.4k | 27.84 |
| 2024-06-30 | $97k | 3.6k | 26.92 |
| 2024-03-31 | $42k | 1.5k | 27.04 |
| 2023-12-31 | $30k | 1.1k | 26.99 |
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