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

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $378k 14k 27.00
2023-09-30 $332k 13k 25.54
2023-06-30 $339k 13k 26.08
2023-03-31 $7.0k 250 28.00

More positions owned by Tradition Wealth Management

Schwab Us Large Cap Uit Exchange Traded (SCHG)
Ft Cboe Vest Fund Of Uit Exchange Traded (BUFR)
Schwab Fundamental Inl Uit Exchange Traded (FNDF)
Apple Common Stock (AAPL)
Invsc S P 500 Equal Uit Exchange Traded (RSP)
Innovator Us Equity Uit Exchange Traded (UMAY)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Ishares Russell 1000 Uit Exchange Traded (IWD)
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)
Spdr Portfolio S&p 500 Uit Exchange Traded (SPLG)
Xtrackers Msci Eafe Hdgd Uit Exchange Traded (DBEF)
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)
Schwab Fundamental Us Uit Exchange Traded (FNDX)
Vanguard Dividend Uit Exchange Traded (VIG)
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)

View all positions for Tradition Wealth Management

Top funds holding Capital Group U S Multi Sec Etf

Advisor Group Holdings
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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