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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
2024-03-31 $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)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Invesco Actively Managed Etf Var Rate Invt (VRIG)
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

View all positions for Total Clarity Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

Advisor Group Holdings
Commonwealth Equity Services
Jane Street
Wealth Enhancement Advisory Services
TrueWealth Advisors
Lincoln National
Raymond James Financial Services Advisors
Winch Advisory Services
D. J. St. Germain
Royal Bank of Canada
Raymond James & Associates
ValMark Advisers
Bouvel Investment Partners
Souders Financial Advisors
Atria Wealth Solutions

View all funds holding Capital Group U S Multi Sec Etf