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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
2025-09-30 $20M 732k 27.75
2025-06-30 $19M 698k 27.62
2025-03-31 $17M 611k 27.30
2024-12-31 $14M 512k 27.28
2024-09-30 $10M 359k 27.84
2024-06-30 $7.9M 293k 26.92

More positions owned by TruWealth Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for TruWealth Advisors

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Capital Advantage
Advisor Group Holdings
Wealth Enhancement Advisory Services
Beacon Pointe Advisors
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf