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

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

Historical chart of Total Clarity 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 Total Clarity 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 Total Clarity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 159k 27.84
2024-06-30 $3.6M 132k 26.92
2024-03-31 $2.4M 90k 27.04
2023-12-31 $1.4M 51k 26.99
2023-09-30 $635k 25k 25.53

More positions owned by Total Clarity Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Intl (FNDF)
Virtus Etf Tr Ii Virtus Us Qlty (JOET)

View all positions for Total Clarity Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Commonwealth Equity Services
Envestnet Asset Management
Morgan Stanley
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Wells Fargo & Company
Raymond James & Associates
TrueWealth Advisors
Winch Advisory Services
Stephens
Raymond James Financial Services Advisors
Redhawk Wealth Advisors
DeDora Capital
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf