Warner Financial »

Capital Group U S Multi Sec Etf shares owned by Warner Financial

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

Historical chart of Warner Financial 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 Warner Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group U S Multi Sec Etf by Warner Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $385k 14k 27.33

More positions owned by Warner Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Warner Financial

Top funds holding Capital Group U S Multi Sec Etf

LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services
Great Valley Advisor Group
Advisor Group Holdings
Capital Advantage
Cambridge Investment Research Advisors
Stifel Financial
Jones Financial Companies, L.L
Royal Bank of Canada

View all funds holding Capital Group U S Multi Sec Etf