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Capital Group U S Multi Sec Etf shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2024-09-30 $730k 26k 27.84
2024-06-30 $563k 21k 26.92

More positions owned by Strategic Family Wealth Counselors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Roblox Corp Cl A (RBLX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Uber Technologies (UBER)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us Largecap Divd (DLN)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Strategic Family Wealth Counselors

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Great Valley Advisor Group
Commonwealth Equity Services
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James & Associates
TrueWealth Advisors
Winch Advisory Services
Stephens
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding Capital Group U S Multi Sec Etf