Stonebridge Financial Group, LLC / MO »

Capital Group U S Multi Sec Etf shares owned by Stonebridge Financial Group, LLC / MO

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Stonebridge Financial Group, LLC / MO from 13F filings

Historical chart of Stonebridge Financial Group, LLC / MO investment in Capital Group U S Multi Sec Etf

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All positions including Capital Group U S Multi Sec Etf held by Stonebridge Financial Group, LLC / MO 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 Stonebridge Financial Group, LLC / MO

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 11k 27.62

More positions owned by Stonebridge Financial Group, LLC / MO

Ishares Tr Global 100 Etf (IOO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ab Active Etfs Short Duration H (SYFI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Alphabet Cap Stk Cl C (GOOG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Broadcom (AVGO)

View all positions for Stonebridge Financial Group, LLC / MO

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
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Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Advisor Group Holdings
Capital Advantage
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Stifel Financial
Jones Financial Companies, L.L

View all funds holding Capital Group U S Multi Sec Etf