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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
2025-09-30 $5.2M 189k 27.75
2025-06-30 $5.1M 183k 27.62
2025-03-31 $4.3M 156k 27.30
2024-12-31 $4.3M 159k 27.28
2024-09-30 $730k 26k 27.84
2024-06-30 $563k 21k 26.92