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Capital Group U S Multi Sec Etf shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers 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 ValMark Advisers 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.3M 334k 27.84
2024-06-30 $8.7M 323k 26.92
2024-03-31 $8.5M 315k 27.04
2023-12-31 $5.9M 218k 26.99

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Global Reit Etf (REET)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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