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Capital Group U S Multi Sec Etf shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors 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 TruWealth Advisors 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 359k 27.84
2024-06-30 $7.9M 293k 26.92

More positions owned by TruWealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Abbvie (ABBV)

View all positions for TruWealth Advisors

Top funds holding Capital Group U S Multi Sec Etf

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

View all funds holding Capital Group U S Multi Sec Etf