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Capital Group U S Multi Sec Etf shares owned by Todd Wealth Management

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

Historical chart of Todd Wealth Management 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 Todd Wealth Management 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 Todd Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 8.8k 27.33
2026-03-31 $239k 8.8k 27.23

More positions owned by Todd Wealth Management

Blackrock Science & Technolo SHS (BST)
NVIDIA Corporation (NVDA)
Royce Micro Capital Trust (RMT)
Central Securities (CET)
Apple (AAPL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Vanguard World Inf Tech Etf (VGT)
Broadcom (AVGO)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
British Amern Tob Sponsored Adr (BTI)

View all positions for Todd Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Raymond James Financial
UBS Group
Cetera Investment Advisers
Capital Advantage
Commonwealth Equity Services
Advisor Group Holdings
Great Valley Advisor Group
Jones Financial Companies, L.L
Stifel Financial
Cambridge Investment Research Advisors
Royal Bank of Canada
Schusterman Interests

View all funds holding Capital Group U S Multi Sec Etf