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Capital Group U S Multi Sec Etf shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth 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 Waterfront Wealth 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 Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $577k 21k 27.48

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Jefferies Finl Group (JEF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Commerce Bancshares (CBSH)
Adams Express Company (ADX)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)
Proshares Tr Large Cap Cre (CSM)
Microsoft Corporation (MSFT)
Kkr & Co (KKR)
Royce Value Trust (RVT)
Ishares Tr Msci Euro Fl Etf (EUFN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Waterfront Wealth

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