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Capital Group U S Multi Sec Etf shares owned by Swisher Financial Concepts

Quarter-by-quarter ownership of Capital Group U S Multi Sec Etf (CGMS) shares owned by Swisher Financial Concepts from 13F filings

Historical chart of Swisher Financial Concepts 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 Swisher Financial Concepts 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 Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 235k 27.75
2025-06-30 $6.1M 221k 27.62
2025-03-31 $6.2M 227k 27.30
2024-12-31 $2.7M 98k 27.28
2024-09-30 $4.4M 157k 27.78
2024-06-30 $3.7M 139k 26.95
2024-03-31 $3.5M 132k 26.77

More positions owned by Swisher Financial Concepts

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Abbvie (ABBV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Msci Equal Weite (EUSA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Abbott Laboratories (ABT)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
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