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Capital Group U S Multi Sec Etf shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 94k 27.84
2024-06-30 $2.3M 86k 26.92
2024-03-31 $2.1M 76k 27.04
2023-12-31 $1.3M 49k 26.99
2023-09-30 $481k 19k 25.53
2023-06-30 $372k 14k 26.32

More positions owned by Trilogy Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Thor Finl Technologies Tr Low Volatility (THLV)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Yield Enhancd Us (AGGY)

View all positions for Trilogy Capital

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Great Valley Advisor Group
Commonwealth Equity Services
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Raymond James & Associates
TrueWealth Advisors
Winch Advisory Services
Stephens
Royal Bank of Canada
Raymond James Financial Services Advisors

View all funds holding Capital Group U S Multi Sec Etf